Description

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:

• info@rpawealth.com 
• (909) 296-7977
• RPA Wealth Management
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: RPA Wealth Management