OUR
PROCESS
Onboarding
The onboarding process is the beginning of our relationship with clients. We collect basic financial information then schedule a discovery meeting. A Lead and Support Advisor will be assigned to the client at this time. We also have additional support staff who help to provide a seamless client experience.
Discovery Meeting
At the discovery meeting with the Lead and Support Advisors, we gather all the information needed to create a comprehensive financial plan. The information obtained will be analyzed and evaluated to determine what recommendations will be made.
Implementation
A financial plan is only of value when it is implemented. Upon approval, we give our clients a plan of action. This is a joint effort , as proper execution requires accountability by both parties.
Monitor & Adjust
Monitoring the plan on an annual basis is important for a successful, long-term outcome. We schedule a yearly review meeting with our client, but will also make recommendations to modify or adjust as needed.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Family Wealth Counseling services offered through Kardia Midwest Family Wealth Counseling, LLC, a Registered Investment Advisor to residents of Michigan. Cambridge, MainStreet Financial, and Kardia Midwest Family Wealth Counseling are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.