Schedule an introductory call to get started
During our introductory call, we will answer any questions you might have. If you decide to move forward with Breakout Private Wealth, we will help you select the right service level and walk you through our client onboarding process.
What to expect as a new client
Whether you are working with a financial advisor for the first time or moving from another firm, we know how important it is to make the process transparent, seamless, and customized to your unique needs.
As a new client, our team will lead you through a series of meetings and strategy sessions where you will document your family strategy, develop a sound financial plan, and build a customized investment strategy focused on achieving your unique family and financial goals.
1. Getting started
2. Data gathering
3. Strategy session
4. Financial planning
5. Investment strategy
1. Getting started
- Create secure login credentials on our platform
- Acknowledge the disclosures
- Set your default billing preferences
2. Data gathering
- Securely upload any relevant financial and tax documents to our portal
- Work with us to complete your budget and cash flow projections
- Build an accurate balance sheet (assets and liabilities)
- Enter essential personal and family information into your portal
3. Strategy session
- Collaborate with us to develop your family values and vision
- Document family and financial goals
- Establish a timeline for your planning meetings
4. Financial planning
- Collaborate with us on different planning scenarios
- Discuss the financial planning recommendations and implementation strategies our team developed for you
- Tax planning conversations
5. Investment strategy
- The right benchmark—the minimum rate of return necessary to achieve your family and financial goals
- Review your personalized investment strategy and tax implications
- Discuss how to implement your investment strategy