Close

OUR
PROCESS

Onboarding

The onboarding process is the beginning of our relationship with clients. We collect some basic information about the client’s financial picture, then schedule a discovery meeting. MainStreet Financial Advisors reserves a specific Lead Advisor and a Support Advisor for the client. This approach provides for timely communication between the client and our team. In addition, we have other support and administration staff who help to provide a seamless client experience.

Discovery Meeting

At the discovery meeting with the Lead Advisor and Support Advisor, we request that the client brings some specific financial details. Any needed information will be collected here or requested for sharing later on. Once we have all necessary details, our team collaborates to provide the services the client needs. We provide recommendations, and upon approval, immediately move into implementation.

Implementation

Once we have all necessary details, our team collaborates to provide the services the client needs. We provide recommendations, and upon approval, immediately move into implementation.

Monitor & Adjust

Our team regularly monitors the plan’s results, which can also be viewed directly by the client online. While the plan is in motion, we will make recommendations on changes as needed. We schedule review meetings with the client at least once per year following plan implementation.