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New Client Onboarding Process
Here’s what to expect when you get started with Life Story Financial. My goal is to make the beginning of our work together feel clear, simple and supportive—tailored to your unique story.
We’ll start by gathering some basic information so I can get a clear picture of your life and finances. From there, we’ll schedule your first planning meeting, where we’ll talk about your goals, values and how aligned they are with your current financial picture.
Here’s how we’ll get started—step by step.
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.
What happens after onboarding?
Once we’ve checked off these first few steps, we’ll be ready to dive into the real work—helping you make intentional, values-based financial decisions with clarity and confidence. I’m here to guide you at every step.