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. BTG 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 a first draft of your financial plan.
STEP 3:
The First Draft Financial Plan
Before our third meeting, we do the work of developing a first draft of your Financial Plan. At the meeting, we’ll present this Plan and explain our observations, recommendations, and the strategies we would help implement if we work together.
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!
Once you decide to become a client, we’ll make the transition as seamless as possible by preparing the necessary electronic documents to open your new accounts and initiate transfers.
Once your accounts are established and assets have arrived, we’ll meet for an Onboarding Meeting to answer questions, review your agreed-upon investment allocation, and prepare for our first trades. You’ll also have convenient access to your accounts through Fidelity.com and the Fidelity app.
From there, we’ll partner together to identify and prioritize the next financial planning items that are most important to you, and get to work.