What To Expect
First 30 Days
- Receipt of the MFA Financial Planning Agreement (via AdvicePay) and Form ADV Brochures (disclosures).
- Complete the new Client Onboarding Form and provide requested documents to MFA.
- Complete the risk-tolerance questionnaire.
- Setup personal wealth management site with a member of our team.
- Discuss agenda items in more detail and prioritize objectives.
Months 2-6
- Follow-up meetings to cover financial planning topics (i.e. cash flow analysis, planning scenarios, investment review, etc.)
- Meetings/calls as needed to assist with implementation of recommendations.
- Discuss any questions and/or new issues that arise.
- Receipt of a Financial Planning Summary that will summarize the items discussed and recommendations with a timeline for implementation.
Months 6-12
- Verify and revise cash flow information, as necessary.
- Update balance sheet information as necessary.
- Discuss pending or incomplete items, including plan to accomplish.
- Review financial planning needs and discuss whether further planning is needed.
Ongoing Service
- You will have unlimited access to your advisor. Feel free to email or call anytime, or schedule a meeting.
- Your advisor will schedule periodic review meetings with you, although you can reach out to your advisor with any questions or concerns.