Check your email inbox for our emails. If you don’t see these, check in your spam/junk folder. Here’s what you should be getting.

1. Welcome email with our ADV Disclosures attached.
2. Financial Planning Agreement sent via Docusign to your email inbox. (You will need to sign this before moving on to the Fact Finder)
3. Fact Finder. This is where we will collect all of the information needed to complete your plan. (Everything you enter here is encrypted and secure at the highest level)
4. Click the “Finished” button on the fact finder only when it is complete and you don’t plan to return to it.
5. Within 3 business days you should receive an email from our office letting you know your plan is ready and scheduling links for Bill’s calendar
6. Schedule your first Plan Presentation Meeting with Bill