Getting started

Your initial meeting and the Family Money Review, what happens after you pay, onboarding, sending us documents and how to reach us.

• Your initial meeting: what to expect
• The Family Money Review
• Before your initial meeting: the questionnaire
• Two ways to work with us: ongoing service and the Concierge
• What happens after you pay
• Your onboarding checklist
• The documents we need from you
• Sending us documents securely
• The fact find session: what to expect
• Your year with us: Set Up, Run It and Wrap Up
• How to reach us