At JG Wealth Management we understand that time comes at a premium, so we do everything in our power to avoid being another demand on your time. Below is a quick view of how we efficiently & thoroughly go through the process of learning about you and your circumstance and provide high quality service. We can move at whatever pace you’re comfortable with. If you want to do move more deliberately and go one step at a time, we can do that. If you want to get to the point and find out what we have to offer, you can expedite the process by doing the first three steps concurrently. It’s all up to you. No matter what you choose, time and location won't be an obstacle, as our virtual capabilities allow us to meet via video conference.  

Introduction Meeting

Introduction Meeting

This is the first time we speak. It’s a really informal meeting where we give a general overview about the firm and our process as well as learn a little about you. It’s where we “feel each other out” and decide if it makes sense to move forward. You can schedule a time for us to talk right here.


This phone call/video conference typically last between 15-30 minutes.

Schedule Introduction Call
Risk Assessment

Risk Assessment

Everything we do is goals based and in line with your risk tolerance. Our risk assessment is a short questionnaire that allows us to have more insight in your attitude toward risk.


This online survey typically takes 5-7 minutes to complete.

Take Our Risk Assessment
Discovery Process

Discovery Process

This step in the process is where information is actually exchanged. Much of the information is provided via our intake form. Topics covered include your expectations of a finance professional, what goals you may have, concerns you have in this arena, and relevant factors to be considered in customizing your strategy.


This phone call/video conference typically lasts 30-60 minutes.

Start Intake Form
Proposal

Proposal

In a nutshell, this is where we show what we can do for you and you decide if this is right for you. We show our process & strategy in contrast to what you may be doing on your own or with another advisor.


This meeting typically lasts 15-30 minutes

Account Opening

Account Opening

All forms will be pre-filled for your review and signature and can be signed in person or during a virtual web-conference. We'll go over all documents with you as you sign them and answer any questions you may ask.


This meeting typically lasts 15-30 minutes.

Onboarding

Onboarding

After all necessary paperwork has been completed, we'll set up an onboarding meeting where we bring you up to speed on what to expect. We help you with setting up your client portal access, introduce you to the website and the tools we have available for you. The main purpose of onboarding is to be proactive with information, so you know exactly what to expect and how to take advantage of your relationship with JG Wealth Management.


This part of the process typically lasts 15-30 minutes.

Contact Us

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