Onboarding
Once you decide to move forward with Mainstay Capital, we will schedule a series of onboarding meetings to dig deeper into your financial situation. These meetings will be an opportunity for us to gather more information and collaborate with you in developing a personalized financial plan that aligns with your goals and values.
Getting Organized
The next step after becoming a client is to start the onboarding process. This includes four structured meetings that will help us understand your current financial standing and create a customized plan to achieve your goals. The first meeting, referred to as the “Getting Organized” meeting, is focused on gathering all necessary documents and setting up your financial dashboard.
Dream Meeting
In the “Dream Meeting”, we will discuss your long-term goals and aspirations. This could range from planning for retirement to saving up for a dream vacation. Our team’s job is to help you determine the best path toward achieving these dreams.
Risk Meeting
During the “Risk Meeting”, we will assess any potential risks specific to your circumstances, such as employee benefits, life insurance, and property insurance. We want to ensure that you are protected and have a solid plan in place for unexpected events.
Presentation Meeting
The final meeting during the onboarding process is the “Presentation Meeting”. This is where we will present our strategies in simple and understandable terms and begin to create a plan of action.
Dream Meeting
In the “Dream Meeting”, we will discuss your long-term goals and aspirations. This could range from planning for retirement to saving up for a dream vacation. Our team’s job is to help you determine the best path toward achieving these dreams.
Presentation Meeting
The final meeting during the onboarding process is the “Presentation Meeting”. This is where we will present our strategies in simple and understandable terms and begin to create a plan of action.
Getting Organized
The next step after becoming a client is to start the onboarding process. This includes four structured meetings that will help us understand your current financial standing and create a customized plan to achieve your goals. The first meeting, referred to as the “Getting Organized” meeting, is focused on gathering all necessary documents and setting up your financial dashboard.
Risk Meeting
During the “Risk Meeting”, we will assess any potential risks specific to your circumstances, such as employee benefits, life insurance, and property insurance. We want to ensure that you are protected and have a solid plan in place for unexpected events.
