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Onboarding Process

We take pride in being a family-run business that partners with our clients. We impress clients with integrity, not financial jargon.

We encourage you to engage in our interactive financial planning process. Our Certified Financial Planner™ professionals work with you to:

Thank you for considering Platania Financial to be your financial partner.

Prior to the First Meeting

We ask that you take two minutes to fill out our Communication Preferences Survey (5 questions). This survey enables us to more effectively communicate with you based on your responses and helps us understand if we are a good fit for one another.

First Meeting

We will discuss the results of your Communication Preferences Survey and spend the majority of the first meeting discussing your attitudes and experiences with money. Here are a few items that we might discuss:

  • What is the purpose of your money? How do you anticipate using your money down the road?
  • Tell us about a time when you made a really good financial decision and tell us about a time when you made a financial decision you wish you could undo.
  • If you could look ahead three years from now, what would you have to accomplish financially for you to be satisfied?

We will also share with you our wealth planning and investment philosophy and clearly spell out the cost to work with us and the value you will receive.

Prior to our second meeting, we will ask you to complete our Confidential Questionnaire which will help us with our wealth planning data discovery process.

Second Meeting

We will further discuss and confirm your values and the purpose of your money, which will help us identify your financial goals and expectations.

Through data discovery we will begin to lay the groundwork during our second meeting to create your financial plan. We ask that you bring with you your completed Confidential Questionnaire, prior year tax return, and any investment statements that are relevant to our discussions, along with any questions that you may have.

Prior to our third meeting, we will ask to complete our FinaMetrica Risk Tolerance Questionnaire (10 questions) so that we can further understand your risk tolerance and sentiments toward investing.

Third Meeting

We will review your financial goals and present our findings from your FinaMetrica Risk Tolerance Questionnaire. We will then interactively deliver your financial plan while exploring “What-if” scenarios and updating your plan together. A hardcopy of your final plan will be provided to you after incorporating any changes.

We will recommend funding your financial plan with low-cost investments and explore portfolios to help you pursue your goals, taking into account your risk tolerance and time horizon.

Fourth Meeting

If you would like to move forward with our investment management services, we will recommend the portfolio and investment holdings to fund your financial plan.

Thank you for your consideration and we look forward to partnering with you.