Our 9-step onboarding plan At The Saugatuck Group, we believe every client deserves clarity, confidence and a personalized financial roadmap. Our 9-step onboarding plan is designed to guide you from introduction to implementation with complete transparency and care.
Meeting one: introductions We’ll begin with a conversation about your goals and values, explore what you’re looking for in an advisory relationship and outline the next steps for moving forward.
Step 1: analysis We take a deep look at your current financial picture—legacy portfolios, cash flow, net worth and risk tolerance—to understand your strengths, challenges and necessary rate of return.
Meeting two: deep discovery This session allows us to dive into the details and helps to ensure we have a complete understanding of your financial life.
Step 2: financial update Together, we’ll update your financial records, complete a risk questionnaire and clarify your short- and long-term priorities.
Step 3: preliminary planning Using our RBC WealthPlan® methodology, we design a preliminary wealth plan tailored to your goals.
Meeting three: recommendations We share clear, personalized recommendations and review them together to help confirm you’re fully confident in the path forward.
Step 4: review and approve We’ll walk through your financial strengths and opportunities, then refine and finalize your wealth plan and investment strategy.
Step 5: transition Our team manages the account transition process—from paperwork and account mapping to setting up secure online and mobile access. You’ll also receive a guided tutorial to help ensure everything feels easy and accessible.
Step 6: implementation We coordinate with your CPA, attorneys or insurance professionals as needed. Together, we implement your financial and investment strategies.
Meeting four: confirmation of comfort Once everything is in place, we review every detail to confirm you feel secure and supported.
Step 7: review and confirm We revisit your goals, accounts and documents and review your first account statements together.
Step 8: 12-month plan We establish a clear, personalized 12-month plan so you know exactly what comes next.
Step 9: education and support Our collaboration doesn’t stop here. We provide continuous education and guidance in areas such as: trust and estate planning services, gifting and philanthropy, credit and lending solutions and wealth plan reviews.
