Becoming a Client

Once you have decided to work with us, we make it as easy as possible for you to transition to Cetera. 

1. We gather your information to set up accounts

2. Sign Paperwork (Electronically or Paper)

3. We confirm that the paperwork is complete and accounts are funded or transferred into Cetera

4. Email is sent to you to register for Adviceworks (Client Portal)

5. 3 months after account setup - Phone Review

6. 6 months after account setup - In person meeting to review transition/accounts

7. We will meet on an ongoing basis to discuss progress and update your plan