Let's Get Started!
1
Advisor
Matching Call
.jpg)
During this call, Elisabeth will ask you a few questions to help determine the next steps based on your desired timeline and preferences. She will answer some of your preliminary questions and then schedule your initial complimentary consultation with Gina or Lisa.
2
Compatibility Consultation
The purpose of this meeting is to determine if we are a good fit for each other. We look for the potential for strong, collaborative relationships with our clients. We’ll give you an overview of how we will work together, and we’ll learn more about you and your needs.
3
The Onboarding Kick-Off
This begins your journey with MAKERS Wealth Management. We are here to support you as you navigate significant financial decisions and to empower you to take control of your financial future. We’ll gather the necessary information to open your accounts and get started realizing your goals.
Ongoing Client Partnerships Include the Following:
-
Trimester meetings to review investments, strategies, and financial updates
-
Financial planning to keep you on track before and during retirement
-
Ongoing supervision and review of your investments
-
Tax planning to determine financial strategies
-
Protecting your resources and anticipating the unexpected
-
Educational opportunities – webinars and in-person guest speakers
-
Timely and relevant content posted on social media and website focused on keeping you informed with balanced information
-
Video market updates and Quarterly News MAKERS newsletter