Our Process

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Walk through the guided onboarding process:

We understand that not everyone is 100% comfortable with a digital planning experience. That being said, for those who are, we have an onboarding process that is streamlined and allows you to fill in data at your own pace. In addition, our Financial Coaches are trained not just as financial planners but also as your onboarding concierge to bridge the gap between technology and your financial planning needs. We will work with your CPAs, assistants, and excel spreadsheets to make sure that we fulfill our “no client left behind” pledge.

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Our Process

Walk through the guided onboarding process:
We understand that not everyone is 100% comfortable with a digital planning experience. That being said, for those who are, we have an onboarding process that is streamlined and allows you to fill in data at your own pace. In addition, our Financial Coaches are trained not just as financial planners but also as your onboarding concierge to bridge the gap between technology and your financial planning needs. We will work with your CPAs, assistants, and excel spreadsheets to make sure that we fulfill our “no client left behind” pledge.