After the ℞ Plan
Where Your Plan Becomes the Relationship
A short meeting. Real signatures. The start of a working partnership.
Your Retirement ℞ Plan™ tells you what to do. The Client Onboarding Meeting is where we start doing it. The work is logistics: accounts opened, paperwork signed, beneficiaries set. The moment is real.
Every client engagement begins with the Retirement ℞ Plan, the CPA-reviewed planning work this meeting puts into motion. Haven't completed yours? Start there first.
What We'll Cover
About sixty minutes, in person at our Birmingham office or by Zoom. Your preference. We'll move at your pace.
- Review the implementation roadmap from your ℞ Plan: what gets done in the first thirty days, the next ninety, and what waits.
- Sign the advisory agreement that sets the terms for how we manage and maintain your plan year over year.
- Open your accounts at Charles Schwab and begin transfers from your current custodians. We gather the details the paperwork needs and prepare it; you review and sign.
- Confirm beneficiary designations on every account, primary and contingent.
Your plan tells you what to do. Becoming a client is how we do it. Together, year over year, as law and life change.