Getting Started

Welcome—You’ve Taken the First Step

Starting your journey toward financial clarity is a meaningful step, and we’re here to guide you. We believe that successful wealth management begins with a strong, trusted relationship. That’s why we take the time to understand your goals, values, and circumstances, and invite you to learn more about our approach in return. To begin, we encourage you to complete our secure intake questionnaire; it’s a simple way for us to get a sense of your story before we sit down together. From there, we’ll guide you through each stage of our onboarding process so you always know what to expect. You’ll also find details of our onboarding process below.

Get Started

Step 1: Initial Consultation Meeting

This meeting provides an opportunity for you to share your story and discuss your needs. We explore your goals and Kendall Wealth services to determine if we are the right fit. Typically this meeting is 60 minutes.

Homework for this meeting:

1) Complete our intake questionnaire to help us understand your needs.

Step 2: Engagement Meeting

In this meeting, you’ll engage Kendall Wealth services and initiate the Schwab account application process. This meeting will consist of electronically signing forms and outlining any missing information so we can establish all of your accounts properly. Typically this meeting is 60 minutes.

Homework for this meeting:

1) Upload recent statements (dated within the past 60 days) for each account you wish to transfer to Schwab. Please be sure to send confidential documents only through our secured shared box folder and not through the mail or unencrypted email. If you are an Eckert Byrne LLC client, simply sign the disclosure we provide so we can obtain information directly from them.

2) Take the Nitrogen Risk Assessment so we can help identify your appropriate asset allocation at your next meeting.

Step 3: Transfer of Accounts Meeting

This meeting marks the beginning of our planning process. We discuss cash flow, make sure we have any monthly distributions or contributions set up properly, confirm you have your accounts linked to your bank, confirm beneficiaries are correct, confirm RMD’s are set up properly, confirm tax basis is updated, review logins for Schwab & HUB portals with you so you know where to find information about your accounts. Typically this meeting is 60 minutes.

Homework for this meeting:

1) Upload recent bank and credit card statements to help us understand your spending and create a budget framework.