Onboarding

Ideally, the partnership we form can last a long time (potentially for life). This is good for everyone because the more we get to know you, the better we can support you. With that in mind, we want to make sure everyone, including the Flow team, feels good about what our working relationship could look like into the future. 

When we’re done walking through these steps together, we’ll have an initial action plan in hand and we’ll both have enough experience to know if we’re the right fit to be your financial decision making partners going forward. If we’re not, we’ll help you find an advisor that better fits what you’re looking for.

If you’re ready to take the first steps towards financial clarity, we’d love to talk! Schedule an initial video meeting with us below.