Let's Get Started
The steps below outline each of our unique on-boarding phases, from our initial conversation to account access. Our goal when on-boarding new clients is to be as clear and concise as possible. We want the process to be transparent and easy to understand.
1. Engage
- Introductory conversation via phone and in-person.
- Defining the expectations of the client-advisor relationship.
- Introduction to our team and our process and philosophy.
- Preliminary data collection: reviewing current investment statements getting a holistic view of current situation.
- Define long term and short term goals.
- Estimated time frame: 1-2 weeks.
2. Strategize
- Analyzing and evaluating current financial status.
- Presenting a customized investment analysis.
- Define the scope of the relationship going forward, based upon findings during investment review.
- Outline initial guidance specific to your personal situation regarding investments, financial planning, insurance, etc.
- Estimated time frame: 1-2 weeks.
3. Implement
- Taking action on recommendations, based on strategy session outcome.
- Begin asset transition phase, if necessary.
- DocuSign account opening documents.
- Working with 3rd party transfer agents, ensuring accounts successfully transition in a timely manner.
- Estimated time frame: 1-4 weeks.
4. Tech Connect
- Introduction to your personal Wealth Management Website.
- Introduction to your online interfaces and account access points via LPL's Account View.
- Update account options and select statement preferences.
- Estimated time frame: 1 meeting.
5. Monitor and Review
- Consistent monitoring of all accounts and recommendations, staying focused and on path to achieve your goals.
- Professional portfolio meetings (annual or bi-annual meetings) to review accounts and update investment holdings as necessary.
- Routine account maintenance.
- Click Here to view how we interact with you and ways you can benefit from becoming a client of JFG.

Become a Client
Taking the first step is sometimes the hardest. We hope you will find our team of professionals can make your transition easy - starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting and authentic relationship.