Step 1
Timeline
Receive a free risk profile & investment recommendation.
We understand that working with an investment advisor takes careful consideration. That’s why we make it easy. We start by providing you with a free risk profile and investment recommendation. From there, we can schedule an introductory meeting to discuss your investment goals and our services. There’s no commitment or cost to meeting with us.
Risk Profile
Recommendation
Via Email
Schedule Meeting
Via Email
1st Meeting
Phone | Video Call
Step 2
Timeline
Get to know us while we get to know you & your finances.
We’ll work on establishing a 2nd meeting where we gauge your financial situation and then use that information to draft a comprehensive financial plan - free of charge. Then in a 3rd meeting, we’ll review your financial plan in full detail. The financial plan will serve as a roadmap towards your goals and outline the value that we can bring to the table. After these two meetings, we encourage both parties to take some time to deliberate on whether we should proceed (or not) with a working relationship.
2nd Meeting
Phone | Video Call
3rd Meeting
In Person | Video Call
Deliberate
Decide
Part Ways | Partner Up
Financial Planning Process
Step 3
Timeline
Set up your accounts, get them funded, & get invested.
After a decision to work together, we’ll establish your accounts and start implementing your plan. We’ll also work on funding your accounts via an electronic funds transfer (EFT) or other method. If you currently hold accounts at other institutions, we can assist in transferring them over. After your accounts are setup and funded, we’ll get them invested in a portfolio that’s tailored to you.
Setup Accounts
Billing Starts
Transfer Assets
EFT | Check | Other
Fund Accounts
ACATS | Rollover | Other
Get Invested
Brokerage | IRA | Other
Investment Management Process
Step 4
Timeline
Execute your financial plan & continue to maximize wealth.
Now that you’re invested, we’ll execute the final pieces of your financial plan. After implementing those final changes, we’ll continue monitor and seize any new opportunities that come our way as it relates to wealth, taxes and financial security. Through annual meetings, we’ll inform you about these incoming opportunities and discuss the potential for implementing them so that you can feel confident that Abbit is doing every bit to maximize your wealth.
Strategy
Maintenance
Data Collection
Year-End Meeting
In Person | Video Call
Financial Planning Process
Investment Management Process