Your Personal Financial Advisor Relationship is Official

Dear Partner in Planning,

I want to welcome you to Eight Peaks Wealth Management. My goal is to always put your interests above all else to help you live your best life. I'm excited to get you started on your planning journey—and hope you are too. 

Let’s go over the next steps. In your welcome packet, you will find:

·         our annual service calendar so that you see when we’ll be working on various aspects of your financial life.

·         our Inspiring SMARTER Wealth™ Planning Commitment, is also there, to summarize the expectations you can have of us, and those we have of you. 

·         an unsigned copy of your Advisory Client Agreement

·         our Form ADV (where all the legal stuff resides)

·         Our Privacy Policy

·         Document Checklist

·         Risk Profile Questionnaire

**IMPORTANT: Please check your email for a request to sign your Advisory Client Agreement. This is the contract that we need to work together. Double check the terms and digitally sign the document.

 **IMPORTANT: Please click here to schedule our next meeting – Get Organized Meeting. Once you schedule the next meeting, I will send the agenda so you'll be familiar with what we’ll be covering and what documents you need to have with you.

We will be sending your Client Portal and Payment Profile login information in the next 24 hours. This will allow you to update your financial and payment information privately and securely. 

 If you have any questions, please don’t hesitate to contact me. Let me reiterate how much I appreciate the trust you've placed in me. 

 I look forward to seeing you again soon!   

Warm Regards,