Retirement Planners and Investment Advisors
Becoming a Private Client
Step-by-Step Discovery Process
- Schedule your discovery meeting (Talk to an advisor about your financial concerns, problems, goals, and/or dreams).
- Advisor-Client matching (Depending on your situation, financial status, and goals we will match you with a lead advisor at Dynamic Wealth or refer you to another firm that can best help your situation).
- Analysis and proposal meeting (Review our roadmap and solutions guide to help you alleviate your financial concerns, and implement new solutions).
- Onboarding process (Account opening, funding, tech stack introduction, client benefits package delivery and educational training).
- Welcome to the Dynamic Wealth Private Client Group!
Schedule Your Discovery Meeting
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