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Onboarding Process

Follow the steps below. 

Please review the Financial Planning Fees Schedule to assist in pricing the plan.

Step 1

Scope of Plan

Enter the Client's Name and Contact Info. Then select the financial planning services you'll be building the plan around. You can then select from either a Flat Fee or Hourly Fee Rate and add the price. 

Step 2

Planning Agreement

You can use this link to generate a blank Financial Planning Agreement. You can also input the client, plan services, and fee schedule and click Print Preview to generate a PDF of the FP Agreement. If the client is present you can both electronically sign and submit.

Step 3

Profile & Background

The Client Profile & Background form helps collect qualitative data and information on the client. This form will provide more detailed personal and financial information to help in the planning process.

Step 4

Data Gathering

The Data Gathering form is a comprehensive checklist of documents and financial interests. The form lets the client know what documents and statements are required and organizes it into sections.

  • Tax & Income
  • Insurance
  • Cash & Debt
  • Investments & Retirement
  • Estate Plan
  • Business Interests
  • Other

Client can upload the documents directly.

Step 5

Cash Flow Worksheet

The Cash Flow Worksheet will help clients determine their Income and Expenses

Step 6

Goals Worksheet

If the client is having difficulty in articulating their financial goals this worksheet can help.

Reminder: Client must sign the Financial Planning Agreement and pay the planning fee before any work can begin.