Quiet Wealth’s No-Pressure Financial Planning Onboarding Approach
Hiring a financial advisor is like finding a lifelong partner. Identifying the right advisor is hard, but if you find one, a successful relationship should last years or decades.
That is why you should not feel pressured to engage a financial advisor after just one meeting - it takes more than a 30-minute initial consultation to determine whether to commit to a deeper relationship.
Unlike most financial advisory firms, Quiet Wealth wants you to have a real understanding how we work prior to formally engaging us to do your financial planning. We provide this opportunity through our 4-Step Onboarding Process.
And if Quiet Wealth isn’t the right fit for you, there is no obligation to engage Quiet Wealth or pay for the situational assessment that we provide.
Quiet Wealth’s 4-Step
Onboarding Process
Step 1:
Learn
During our initial consultation, we’ll want to learn a little more about your situation, and we’ll tell you about how we work. Then you decide whether you want to work with us on jointly creating a situational assessment.
Step 2:
Gather Data
You and Quiet Wealth work together to gather data on your financial situation, your goals and your risk tolerance. This provides a foundation for all future financial planning activities.
Step 3:
Assess
Using the data gathered in Step 2, Quiet Wealth prepares a comprehensive assessment of your current financial situation and an engagement proposal.
Step 4:
Decide
You decide whether or not to engage Quiet Wealth. If we’re not the right fit for your needs, no worries. Even if you decide not to engage Quiet Wealth, you can keep the situational assessment for no charge.