1) Introductory Questionnaire
Access questionnaire by clicking the link below
Get Started
2) Discovery Meeting
Items discussed during this meeting:
About You
- Background
- Goals/Objectives
- Review Questionnaire
- Risk Profile/Investment Experience
About Us
- Our History
- Our Approach
- Our Tools
- Our Process
If we do not proceed past the discovery meeting, FSG will provide a complimentary meeting summary, including takeaway recommendations, if requested
3) Recommendations + Plan Review
Investment and/or insurance recommendations will be made based on one of the following:
1) Goals Based Plan
Or
2) Advanced Plan
- FSG engagement letter, privacy policy and electronic consent to be signed at the outset of this step.
4) Implementation
Financial account opening/transfer (if applicable)
Insurance application/agent transfer (if applicable)
Delivery Report (1-10 binder)
5) Service + Management
Next steps outlined based on your plan/goals
Goal Check-in
On-going customer service
6) Review + Adjust
Regular Client Reviews - per FSG Service and Management Guidelines
