New Client Process

New to Momentous Wealth Management? We’re so glad you’re here!

Choosing to work with a financial planner is a big decision and we want you to feel confident that you’ve made the right one. While every client’s needs and goals are different, we’ve created a get-to-know-you process that makes working together even easier (and fun—because creating a plan to achieve your dreams is pretty cool!). We offer this new client process to all potential new clients at no cost—we want to make sure you feel like it’s a good fit and that we’re the right team to help you achieve your goals.

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Step 1: Let’s Connect

In this 15–30-minute phone call, we’ll find out a little bit more about you, share more about our services, and discuss if working together is a good fit. This is a great opportunity to ask questions and discover if working with Momentous Wealth Management is right for you.

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Step 2: Let’s Explore

We want to hear it all!  We want to explore what you are all about, what makes you tick, what are you financial goals and dreams?  What concerns do you have financially? What keeps you up at night? Etc… 

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Step 3: Let’s See What’s Possible

This is where things get fun.  By now our team will have rolled up their sleeves, gotten to work, crunched the numbers, ran the spreadsheets and we will be ready to share with you what’s possible!  We will meet in person or virtually and help you make a plan and figure out what is possible.  We will provide you a written financial plan and investment policy statement outlining our recommendations for helping you achieve your financial goals and make the most of your finances. 

Ready to get started? Reach out to us!

This is just the beginning! If you decide you’d like to officially become a Momentous Wealth Management Client, we’ll put your plan in place and meet regularly to ensure you’re meeting your goals and make adjustments along the way.

Let's Connect
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