NEW CLIENT PROCESS
You're in control of the pace.
1. Reach Out
The first step is easy! Submit our contact form or call us. We'll connect you with an advisor who can answer your initial questions, get a feel for your situation and goals, and tell you a little about Lighthouse.
If Lighthouse would be able add value for your family, together you and the advisor can discuss scheduling a complimentary consultation.
2. Complimentary Consultation
After scheduling your complimentary consultation, THIS checklist will help with gathering your important documents in advance of your meeting.
Don't worry if you don't have everything, just bring what you can find.
3. Financial Plan
After your consultation, you'll have a better understanding of the Compass Program and our company culture.
If you choose, the next step is to have us customize a formal financial plan for you based on the goals and details we discussed in your meeting. This tool serves as a road map to your future and a second meeting to review it is scheduled once your plan has been crafted.
4. Join as a Client
Your financial plan will paint a clear picture of your unique situation.
If you choose to become a Client and have Lighthouse actively manage your finances (and we hope you do!), we'll assist with the transition and ensure it is smooth and transparent for you.
Now breathe, your future is in good hands.