Retirement Plan Playbook

Our Onboarding Process at RPA Wealth Management (Ep.68)

June 2, 2022

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.

 

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.

 

Matthew, Brent, and Joshua, discuss:

  • How they apply a seven step financial planning process
  • The structure of each meeting with you
  • The first questions they will ask you and how your responses determine a financial plan
  • How they communicate with you
  • And more

Resources:

 

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