We have a structured onboarding process to transfer your accounts under our management.
Once you have started the financial planning process with us, our client service team will help you open accounts with our custodian and coordinate the transfer of your existing assets. This may include gathering account statements, initiating transfers, and assisting with retirement account rollovers when needed.
Our team handles the paperwork and communication every step of the way, so you can feel confident that everything is being managed efficiently. Once your accounts are funded, we implement your investment strategy and begin ongoing management and planning.
