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Getting Started With ClientFirst Wealth Management

How We Align Your Finances with Your Goals

Step 1:

Initial Meeting

Schedule a time to talk with us, and we’ll get to know more about each other to see if we’re a good fit. We will gather initial data with you during our discover phone call and we’ll use this as a starting point together.

Step 2:


If we’ve decided to move forward together, we’ll have another meeting to take a deeper dive into your financial life. You’ll bring in all your statements, and we’ll review things like your risk tolerance, goals and resources as we prioritize your objectives moving forward.

Step 3:


Our team will develop recommendations to bridge where you are now with where you’d like to be throughout retirement. We’ll discuss our proposed strategies, discussing various “what-if” scenarios together.

Step 4:


Once we’ve established your strategy, we’ll implement each part of your plan. Some action items may happen immediately, whereas others will happen in upcoming months.

Step 5:

Ongoing Review

Often, financial plans need to be modified as new goals are established and circumstances change. We’ll be here to oversee your financial progress and update your strategy as your life evolves.

Get Started

If you have any questions about our services or would like to explore a relationship together, we encourage you to schedule a time to chat with us.

Schedule a Conversation

Schedule a Call