.png)
Life Story Financial's
New Client Onboarding Process
Below is an outline of what to expect as a new client of Life Story Financial. My goal is to make this process simple, supportive, and tailored to your unique story.
​
We’ll start by reviewing a few documents and gathering some initial information. From there, we’ll schedule your first planning meeting to dive into your goals, values and financial picture.
​
Each step is designed to help us build a strong foundation—so you can move forward with clarity and confidence.
REVIEW WELCOME PACKAGE
Includes legal details,
engagement standards and a list of documents to collect.
REVIEW AGREEMENT
Review and e-sign an agreement and if applicable, pay an upfront deposit via our payment platform.
COMPLETE CLIENT INTAKE FORM
Provide the basics, including birthdate, contact info and family and employment details.
COMPLETE QUESTIONNAIRE
Complete a 10-minute online survey to share a high-level summary of your key financial data.
SCHEDULE FIRST MEETING
Share values, top goals and financial scorecard to see how closely they’re aligned.