Meetings and Onboarding Process

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.