At Walkner Condon, our comprehensive approach to financial planning is designed to be transparent, personalized, and thoroughly aligned with your unique financial situation and aspirations. Each phase of our client onboarding process is crafted to ensure that we understand your needs thoroughly and are able to devise a strategy that not only meets but exceeds your expectations. Please continue reading to learn about each step in our process.
During this hour-long meeting with one of our advisors, we’ll gain a greater understanding of your financial picture and what you’re hoping to accomplish as a client with Walkner Condon. We’ll explain our approach, our role as fiduciaries, our fee-only status, and more. We’ll also carve out time for you to ask any questions about working with us, with the ultimate goal of establishing whether we’re a good fit for your needs.
After establishing that there’s a fit on both ends, we’ll begin our data-gathering process. While the initial fit meeting may surface some components of your financial situation, this step in the process will paint a more complete picture. All of our data gathering and file sharing is done securely through our secure file sharing platform.
With an array of data in hand, we’ll use our second meeting to build on the information we’ve uncovered and lay the groundwork for your financial plan. During this meeting, we’ll dive further into the specifics of your situation: the goals, questions, and concerns you have for your financial future.
While you may be jumping at the bit to move forward at this point, we also understand you might be interviewing other advisors or looking to solidify your footing before proceeding. We encourage you to schedule an additional meeting if you have further questions.
Once you’re ready to proceed, we’ll begin the onboarding process. You’ll sign paperwork (most of which can be done digitally through DocuSign), take a questionnaire to establish your risk score, and begin account transfers. Our client service team will be there through this process to ensure everything moves efficiently.
After you’ve moved through the onboarding process, we’ll meet with you again at roughly the 45-day mark. We use this meeting to ensure that we’re employing a winning financial strategy that speaks to your unique needs. We’ll review our initial takeaways, ask about any questions or concerns you may have, and discuss any outstanding action items.Â
Ready to take control of your financial future? Schedule an appointment to learn how our financial planning services can help you achieve your goals.
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