Our new client process focuses on your goals, concerns, and unique financial situation. We will work with you to put together a plan that meets your goals and implement an investment strategy that manages financial risk, so you can sleep at night and not worry about the state of the stock market or the economy.
Our New Client Onboarding follows a 5 step process:
A “get to know you” call/meeting/virtual to learn about your goals, concerns, and unique financial situation.
If we aren’t the right fit, we will work to guide you toward resources that are better suited to your financial needs.
Your Financial Assessment will be guided by your answers to our questions, along with the documents you provide.
We will apply our expertise and understanding of your financial goals to analyze your situation and determine the optimal portfolio blend for you.
In this meeting, we present your Financial Assessment. You’ll see in dollars and cents how our firm will improve your finances. We’ll also leave plenty of time for you to ask any questions on your mind.
If you are happy with the information we have provided and are ready to start working together, we discuss the next steps to formalize our relationship. If you still aren’t sure, we encourage you to take some time to think things over.
4) Think About It
We are interested in forming long-term client relationships. To that end, we want you to feel completely comfortable with your decision to partner with us, so it’s important that you take as much time as needed to make a decision. Consider the following:
- Do I like/trust/respect the team at Riverbend?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
5) Get Started
If you decide that Riverbend is right for your investment goals, we will provide an Advisory Agreement for your review and request additional personal information to get started.
During this meeting, we will answer any lingering questions you may have, engage in a deeper goal-setting exercise, review what you can expect from us as your advisor, and outline the logistical next steps of working together.