At Essa Financial, we focus on fostering long-term relationships and offering objective financial advice. Our onboarding process ensures we build the most suitable plan for your financial future.
After you reach out, we'll schedule a brief call to get to know each other. During the brief call, we'll discuss your financial situation, goals, and whether we may be a good fit.
If we collectively agree that we're a good fit, we'll send a questionnaire to gather relevant financial data.
If at any point we determine that we may not be the best fit for your situation, we'll recommend you to another trusted financial advisor.
After the introductory call, we'll send you a link to an online questionnaire. The questionnaire will help us gather information about your assets, liabilities, income and other relevant financial data.
The information we collect helps us (and you) see the complete picture of your financial situation. We'll use this information to build your comprehensive financial plan.
After you complete the questionnaire, we'll schedule a discovery meeting with you. The meeting can be held virtually or in person.
During the meeting, we'll discuss potential planning opportunities in detail based on your questionnaire. We'll talk about how we can help achieve your short and long-term goals, and also provide a fee quote based on your specific financial situation.
You'll also be able to ask questions so you can feel comfortable and confident about how your investments will be managed.
If we jointly agree to move forward, we'll send an agreement and schedule our first financial review.
The discovery meeting is free and without obligation. It can be held over the phone, through video chat or in person.
We'll email you an agreement that outlines the details of our relationship. After collecting your signature, we'll start on the first of the following month.
Our first annual review is the cornerstone of our ongoing relationship. Financial reviews cover past performance and goals for the future. During the meeting, we'll discuss elements of your financial situation, such as:
Annual meetings are just one of our touch-points. We're committed to ongoing communication, ensuring you're always informed and empowered regarding your financial situation.
Is this a good plan for you? Let’s schedule an introductory call to determine whether we’re a good fit.
