I’m excited for us to work together! Here’s what to expect from here:
- In the next 24 hours, I’ll review your application and if I think I can add value, you will receive a client engagement form to sign as well as an invoice. I’m not here to just take your money, I want to be sure I can help!
- I’ll also be emailing you personally to welcome you to Clarified Wealth and be sure you know the next steps! I’m here to guide you along the way and answer any last minute questions you have.
- As soon as your invoice is paid, you’ll be sent a link to sign into the client portal and upload your brokerage statements.