New Client Onboarding

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After becoming a SoundView client, we spend a great deal of time getting to know you better so we can proactively work together towards your goals.  Below is a description of our Onboarding process for new clients.  This process, from start to finish, usually takes about 3 to 4 months to complete. Your participation in this process is very important to us.  The Onboarding process lays the groundwork for a working relationship.    

                                                                                        

Discovery: Who are you?

Your Discovery Meeting will take place after becoming a SoundView client. In the weeks leading up to this meeting, your Client Service Coordinator will collect a number of important documents from you, such as W-2s, Tax Returns, Account Statements, Insurance Documents and Estate Documents. At the Discovery Meeting, your team will continue to get to know your financial and family history.  At this point, we have begun to piece together your financial picture.

Context: Where are you going?

Your Context Meeting will take place after Discovery.  We will discuss with you whether or not you are on track to meet your goals. There are many different routes you can take to accomplish your life goals. We will highlight a few of those paths for you, and explain the steps you would need to take in order to achieve your goals. Our hope for this meeting is to help you see the impact of various scenarios you could pursue, and to recommend your next steps.

Investment: How should you be invested?

After your plan has been vetted during your Context Meeting, we move on to Investments. Each client demands a strategy that accurately reflects their balance of risk and return, fits their personality, and puts them in a position to achieve their long term goals. Taking the time to understand your goals has empowered us to recommend your investment strategy with confidence and purpose. We will provide you with your personalized Investment Policy Statement, which serves as a blueprint for your portfolio construction.

Strategic Planning: Is there something urgent to discuss?

This meeting is scheduled as needed. Occasionally, through our Onboarding process, we uncover aspects of our client’s finances that need to be addressed with urgency. Critical issues might relate to essential estate plan documents, life insurance or disability coverage, or any other significant risk exposures our client might be facing.

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Who We Serve

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Getting Started

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New Client Onboarding 

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