The Alphamint New Client Enrollment Process

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

STEP 1

Schedule The
 Intro Meeting

STEP 2

Introductory
 Meeting

STEP 3

Strategy
Call

STEP 4

Plan Delivery &
Implementation

STEP 1. SCHEDULE THE INTRODUCTORY MEETING

Please take a moment to schedule this complimentary meeting via the button below.
Want to call us instead?
Tel: 303-900-8182

STEP 2. INTRODUCTORY MEETING

Hello. This is where we get to know you and a little about what you are hoping to accomplish by working with Alphamint. Also, we will provide you an overview of what we do, a brief summary of our firm, and a background of the Advisor you are meeting with, including their education, credentials, and experience.

Agenda

Please Allow 15-30 Minutes For This Meeting

 

Setting The Stage

  • About Alphamint Financial
  • Review Adviser Bio
  • Discuss Our Process & Service Offering

Client Expectations and Goals

  • Review the Clients expectations for this relationship
  • High Level discussion regarding client financial goals

Final Items & Action Items

  • Schedule Strategy Call
  • Complete the Financial Questionnaire
  • Review & Sign Agreements
  • Review & Sign Applications
  • Review & Sign Transfer Forms (if applicable)

STEP 3. STRATEGY CALL

This is where we begin the deep dive process into your financial situation and various goals. Here we work together to bring all the financial planning pieces together via the Alphamint Financial Dashboard. The Dashboard is a client portal that allows us to see your finances via one secure login.

Agenda

Please Allow 60-90 Minutes For This Call

 

Setting The Stage

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

Setting Up Your Financial Dashboard

  • Create Profile to your Secure Portal
  • Link Asset Accounts
  • Link Debt Accounts
  • Link Insurance Accounts
  • Add Real Estate Assets

Final Items & Action Items

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

STEP 4. PLAN DELIVERY MEETING

This is where we present the plan and collaboratively dissect, update and further customize the plan to achieve your financial goals faster.

Agenda

Please Allow 60-90 Minutes For This Meeting

 

Setting The Stage

  • Review Prior Meeting Accomplishments
  • Review Client Goals and Objectives
  • Review the 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)
  • Establish Communication Plan
  • Schedule Action Items Follow Up Meeting (if applicable)
  • Finalize Account Setup
  • Implement Investment Strategy

NEXT UP - ONGOING RECURRING MEETINGS

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.