Becoming a Client of Summit Financial Partners
With this partnership comes trusted knowledge, ongoing advice, and a complete array of wealth management and financial services to help make your journey smooth and stress-free today to provide the comfortable and secure retirement you desire in the future.
Schedule a Call
Getting Acquainted Meeting
Onboarding Meetings
Step #1
Schedule a Call
This 15 to 30 minute phone call will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached!
Step #2
Getting Acquainted Meeting
This initial meeting will allow us to learn more about you, your goals, and your expectations, while also allowing us to explain our process, services, and investment philosophy here at Summit.
Step #3
Onboarding Meetings
If you decide that we’re a good fit for you and your family, we’ll move forward with two onboarding meetings where we dig deeper into your values and priorities, determine your investment risk tolerance, and create a financial plan to fit your personal goals.
Once your Onboarding meetings are completed, you’ll be an official client of Summit, with a clear financial plan in place! We offer meetings on a regular basis to all of our clients so we can review their financial plans to ensure we’re still on track.
