July 19, 2017

Getting Started With Alphamint

Let’s Get Started

Our onboarding process is disciplined, transparent and easy to get started.

Step 1

Select An
Alphamint Plan

Step 2

Meet Us &
Discovery Meeting

Step 3

Financial Plan
Presentation

Step 4

Implementation
Stage

STEP 1. Select A Plan and Complete The Questionnaire

Select A Plan to get started. Visit our pricing and plans page to learn more. For those seeking Investment Management and Financial Planning (and Retirement Planning) we start with the initial questionnaire. This questionnaire takes just a few moments to input your financial data which will allow us to deliver the most meaningful recommendations.

Visit Pricing & Plans

THE FOLLOWING STEPS 2 THROUGH 4 ARE FOR ENROLLED CLIENTS IN PLAN 3 OR PLAN 4 ONLY

STEP 2. Video Or In Person Presentation and Initial Discovery Meeting.

This is where You learn about us and how we can help, and most importantly where we learn about your unique financial situation.

Agenda

Please Allow 60-90 Minutes For This Meeting

 

Setting The Stage

  • About Alphamint Financial
  • Review Adviser ADV and Bio
  • Discuss Our Process & Service Offering
  • Review Client & Adviser Expectations
  • Discuss Client Financial Goals

Fact Finding Conversation

  • Review Client Financial Situation
  • Review Initial Questionnaire
  • Complete Risk Questionnaire
  • Complete Applicable Agreement(s)

Final Items & Action Items

  • Establish Communication Plan
  • Schedule Delivery Meeting
  • Send Any Additional Documents To Adviser (if necessary)
  • Begin Opening Account(s) & Initiate Transfer(s)

STEP 3. Delivery of the Financial Plan & Investment Strategy.

This is where we present the plan and collaboratively dissect, update and further customize the plan to meet your needs and goals.

Agenda

Please Allow 60-90 Minutes For This Meeting

 

Setting The Stage

  • Review Prior Meeting Accomplishments
  • Review Client Goals and Objectives
  • Review Financial Planning Process

Financial Plan & Investment Implementation Strategy

  • Discuss Plan Assumptions
  • Review Plan Constraints (if any)
  • Present Investment Strategy
  • Present Investment Policy Statement
  • Present Net Worth Projections
  • Present Cash Flow Projections
  • Present Monte Carlo Analysis
  • Discuss Overall Outcome
  • Create “What If" Scenarios

Final Items & Action Items

  • Send Any Additional Documents To Adviser (if necessary)
  • Review Communication Plan
  • Schedule Action Items Follow Up Meeting (if applicable)
  • Finalize Account Setup
  • Implement Investment Strategy

STEP 4. Ongoing and Recurring Plan & Investment Reviews.

No plan will ever be successful without ongoing monitoring, rebalancing, and updating as assumptions, goals and your needs change. This is where we build a long term relationship with our clients.

Agenda

Please Allow 30-60 Minutes For Recurring Plan & Investment Review Meetings

 

Setting The Stage

  • Review Prior Meeting Accomplishments
  • General Check in, learn about any recent changes

Action Items & Other Tasks

  • Review Discovery Questionnaire
  • Review Investment Portfolio
  • Review Financial Plan Action Items
  • Develop Action Item and Time Frame

Final Items & Action Items

  • Implement Any Changes (if applicable)
  • Schedule Next Plan Review Meeting

From Here Your Adviser will monitor, rebalance, check in proactively and contact you on scheduled recurring meetings.

Begin Step One - Visit Pricing & Plans Page