We are so glad you are here. Below are the next three steps we will navigate together.
Within this Welcome Kit, you will find the information you need to make your decision about becoming clients, along with information you will use throughout our potential relationship. Additionally, this kit lays out what our team needs from you to move forward and what you can expect from us as we lay the groundwork for your financial life with AFS.
Gather Data / New Account Forms
Set Up in eMoney
Review Investments & Implementation Plan
We are pleased to share that we feel we would be a great fit to help you navigate your financial life.
We welcome the opportunity to work together and feel confident we will build a long-term partnership and strong rapport grounded in a mutual trust and respect.
As a reminder, our compensation generally comes as an annual retainer based on your assets under our management, while in certain circumstances, individuals engage us on an hourly basis. In terms of our scope of services, we strive to be all things for some people, not some things to all people. We are wealth advisors primarily for a small group of successful individuals, and we develop refined processes that manage wealth and risk for our clients.
The Process
Our entire team is with you, every stop along the way. We leverage our resources and expertise to curate an unmatched client experience built on mutual trust to lay the foundations of a life-long partnership.
Consultation
A chance for us to meet and see if we are a good fit
01
Diving Deeper
Access to our portal and sharing of information
02
Review Plan
Identifying how and where we can add value
03
Make it Official
Open accounts and move assets to our management
04
Implement Plan
Finalize investments and financial plan
05
Who You'll Work With Along The Way
Client Service Team
Appointment scheduling
Relationship management
Always available to receive questions and bring in appropriate team members as needed to our management
Advisor Team
Over 50 years of combined industry experience AIF, CFP, and CLTC certifications
Financial plans for your specific needs and goals
Investment Team
Market research and monitoring
Personalized portfolio curation and evaluation
CFA, CFP, CIMA, and APMA certifications
Communications Team
Quarterly market updates crafted with advisor and investment teams
We ask that you please take a few minutes to complete this form prior to our initial meeting. We use this information to ensure our conversation is productive and specific to your unique financial life.
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