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.
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.
Check out this Advisor on BrokerCheck.
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.