Step 1: Review our website and contact us to schedule an introductory phone call
Please take a look around our website and then contact us online or call 800-716-0674 to schedule your introductory phone call with Mary Deshong-Kinkelaar, CFP®. This call lets us answer your preliminary questions, discuss your financial planning needs, and explain how our process works. The call usually lasts about 15 minutes. If it seems like we’re a good fit, we can schedule a more in depth Get Acquainted Session, either in person or by phone or Skype.
Step 2: Get ready for the Get Acquainted Session
Before the Get Acquainted Session, we’ll send you a copy of our Privacy Policy and our Confidential Questionnaire. You can access the online version of the Confidential Questionnaire here. Please complete it to your best ability and submit it to our office at least two days before our session. Keep a copy for yourself, too. We’ll reference this during our session as it helps Mary better understand your situation. We ask that you bring supporting documents to the session, such as copies of recent account statements, payroll stubs, tax returns, employee benefit information, etc. Basically, anything that helps us get a clearer picture of your current financial situation.
Step 3: The Get Acquainted Session
We’ll discuss your current situation, our approach to financial planning, and the services that would be appropriate for you. There is no charge for this session and the focus is on understanding where you are now and what you want to achieve. We will provide you with our New Client User Guide which includes our contact information, our Privacy Policy and our disclosure brochure known as ADV Part 2. Please be aware that due to compliance issues, we are not permitted to provide specific investment advice during this session.
Step 4: After the Get Acquainted Session
We’ll provide you with a written agreement addressing the recommended services and our estimated fees. We’ll also let you know if we need additional documents to start your project. If you wish to move forward, review, sign and return the agreement to our office along with any initial deposit noted and additional documents requested. We will sign and return a copy of the agreement for your records. Once we have your materials in hand, we can start on your project and we will contact you to schedule your next appointment.
Ready to start? Call Mary today at 800-716-0674 or contact us online. We look forward to talking with you!