One of the most common question is what is the client onboarding process. Below we illustrate that process. Please refer to our blog on the process of planning too.
Disclosure:
This blog was written by Adarsh Shyamsundar, owner & Financial Advisor, Polaris Capital Management, LLC, a Financial Advisory firm based out of El Dorado Hills, California.
No part of this blog should be treated as financial advice. Please refer to a financial advisor/fiduciary for any actions regarding investing on any equities mentioned in this article.