At Stono River Wealth Management, we take a thoughtful and transparent approach to every client relationship. Our onboarding process is designed to provide clarity, confidence, and a smooth transition as we begin managing your financial future.
Time: 20–30 minutes | Format: Zoom or phone
This is where we dive deeper into your financial life. We review your assets, income, retirement goals, and any international planning needs. You’ll complete a secure intake form beforehand to make this step efficient and focused.
We create a personalized investment strategy and financial plan tailored to your goals, risk tolerance, and tax situation. We’ll also walk through our fee structure, digital tools, and what to expect working together.
Once you’re ready to move forward, we’ll take care of the paperwork securely online. We’ll open investment accounts, transfer assets, and begin implementation—keeping you updated every step of the way.
Open investment accounts with our custodian (e.g., Charles Schwab or Interactive Brokers, etc.)
Your client dashboard
Reporting tools and performance tracking
Communication schedule
Purpose: Stay aligned and proactive
quarterly or semi-annual depending on your preference
Market update and discuss any changes in your portfolio
Our relationship doesn’t end after onboarding. We schedule regular check-ins, annual plan reviews, and stay proactive with tax planning, investment updates, and changes in your life circumstances.
Contact us today to begin building a plan for your future—whether you’re retiring overseas, managing complex assets, or planning the next chapter of your financial life.