Our Onboarding Process at RPA Wealth Management (Ep.68)

If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.   In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.   Matthew, Brent, and Joshua, discuss: How they apply a seven step financial planning process The structure of each meeting with you The first questions they will ask you and how your responses determine a financial plan How they communicate with you And more Resources: Retirement Plan Playbook: What To Expect When Working with RPA Wealth Management (Ep.67)   Connect With RPA Wealth Management:   [email protected]  (909) 296-7977 RPA Wealth Management LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: RPA Wealth Management