Let's Get StartedThe 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.</iframe > 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. Inquire today: Name Email Address Phone Comments Thank you! Oops!