One of the most common questions we get from people who are thinking about working with a financial advisor is, what happens when I reach out?
Here's how it works at MA Private Wealth.
Step 1: Discovery Meeting
The first conversation is just that - a conversation. An advisor from our team listens to what you're working toward, what your current situation looks like, and what you'd want to feel differently about. There's nothing to prepare and no commitment required.
Step 2: Onboarding
If you decide to move forward, a member of our service team guides you through every step of the onboarding process. You'll securely share your current financial statements, and we'll give you a clear picture of how the transition works and what to expect along the way. We try to make this as straightforward as possible, because we know it can feel like a lot at first.
Step 3: Your Strategy Takes Shape
This is where the real work begins. Your advisor brings together your investment strategy and your financial plan as one unified approach. We'll walk you through what we're building and why, and make sure it reflects where you are now and where you want to go.
Step 4: Implementation
Once you've reviewed and approved the strategy, we put it in motion. Your advisor stays closely involved as your portfolio is set up and your planning continues to develop. You're never handed off to someone you haven't met.
Step 5: Ongoing Guidance
This is the part that matters most for the long run. Your advisor checks in regularly, reaches out proactively when something relevant happens in the markets or in your life, and is available when you have questions. The goal is for you to always feel like someone is paying attention, because someone is.
--
If you've been thinking about whether now is the right time to work with an advisor, we're happy to start with a simple conversation. You can reach out here or give us a call at 650.232.2021.
