BECOMING A CLIENT AT BTG: OUR PROCESS
A Simple and Defined Process
for working with new clients.
STEP 1:
Schedule an Introductory Chat
This 30-minute introductory call is a chance for us to meet, get to know one another, and explore whether we might be a good fit. We will explain how we help clients, our process and approach, and what it’s like to work with us. We'll ask you a few questions about your goals and life stage, and leave plenty of time for your questions.
STEP 2:
The Discovery Meeting
Now that we’ve agreed to explore working together, the Discovery Meeting is where we begin gathering the details needed to understand your financial picture.
Before the meeting, we’ll send you our Discovery Meeting Guide, which outlines the information we’ll discuss, including your assets and liabilities, income, spending goals, and comfort with investments. Together, we’ll use this information to develop your One Page Financial Plan.
STEP 3:
The One Page Financial Plan Meeting
Prior to this meeting, we do the work of developing a One Page Financial Plan. While many financial advisors create a planning document that resembles a textbook, we feel at BTG that this is ineffective and often leads to inaction.
A concise One Page Financial Plan is a great starting point for an actionable partnership together. Our goal is to demonstrate how we work and how we think, and outline the strategies we would intend to implement.
Along with the One Page Plan, we provide other key supporting documents that will address your income and cash flow, tax plan, investment portfolio, and estate plan.
After the presentation, the Plan is yours to keep—regardless of whether you decide to move forward with BTG. We encourage you to take your time making your decision. We view our client relationships as long-term partnerships and strive to be the advisor you can rely on for years to come.
STEP 4:
Onboarding Meeting & Next Steps Outlined
Congratulations and Welcome to BTG!
After you've decided to become a client, we’ll make the transition as seamless as possible by preparing the necessary electronic documents to open your new accounts. Our custodian is Fidelity, and you will have convenient access to your accounts through Fidelity.com and the Fidelity app.
Next, we’ll meet for an Onboarding Meeting to answer any questions, review our agreed-upon investment allocations, and prioritize our next action items in your Financial Plan.