The first step is to schedule an introductory call with a Wealth Accel advisor. This complimentary call is an opportunity for you to learn more about us and gives us an opportunity to learn about you.

After the call, we will send you a personalized initial planning proposal. The proposal will outline the services we recommend and the cost for the initial financial plan.

The typical initial planning process will consist of the following meetings:

• Meeting 1: Getting Organized – Our first meeting is focused on establishing a clear starting point.
• Meeting 2: Interactive Planning Session– The second meeting is dedicated to building a plan that incorporates your financial goals and objectives.
• Meeting 3: Plan Delivery – During the third meeting, we will present our recommendations and discuss the next steps for implementing your plan.

At the end of the planning process, you will have the option to take your plan and implement it on your own or have us do it for you by becoming a wealth management client.

As a wealth management client, we will manage your investments, monitor your financial plan, and keep you moving towards reaching your goals.