Steps to Becoming a Client

Every financial advisor has a unique process, so as a potential client, how do you know what to expect? The following outline will walk you through six easy steps, from introduction to ongoing engagement.


First Step: Introduction

We start with a 15-minute phone call. This is where we get to know each other a little better. Are we a good match? Am I able to help someone in your unique situation?

If we are not a good fit for one another, I will gladly introduce you to a firm that is better suited to your specific needs.


Step 2: First Meeting

  • The first in-person meeting is all about you.
  • We’ll talk about your dreams, goals, and concerns.
  • What keeps you up at night?
  • How can I help?

This meeting is your chance to ask in-depth questions about the process, the firm, and anything that comes to mind. There are no silly questions.


Step 3: Are We a Good Match?

Think it over. You will never be given the hard sell. Take your time to decide if PathBridge Financial makes sense for you.

  • Were all of your questions answered?
  • Do you have a clear understanding of what it will be like to work together?
  • Do you feel comfortable with the firm’s understanding of your situation?
  • Will the benefits you receive exceed the costs?


Step 4: Analysis

Now the detailed analysis begins and critical questions are addressed, including:

  • Can you afford to retire?
  • How can your taxes be reduced?
  • What should you do for health care in retirement?
  • Can you afford to travel both before and after retirement?


Step 5: Meeting Two

During our second meeting, the critical questions outlined above are answered.

You will be presented with a step-by-step plan, and we will discuss exactly what needs to be done to reach your financial goals.

You should leave this meeting with a clear understanding of how working together will improve your finances.

Step 6: Monitoring

“Change is the only constant in life.”  The old Greek quote rings true, especially when it comes to your finances.

A detailed plan is only the beginning. A robust monitoring program is crucial to your success.

When life changes, we work together to ensure your financial life doesn’t veer off track by making the necessary adjustments.

Schedule a Call