New Client Process

Let’s get started.

Out of town? No problem. We can work remote via Zoom video conferencing and electronic form delivery.

(1) Reach Out

Step one is easy! Use our contact form or give us a call. We’ll connect you with an advisor who can answer your initial questions and get a feel for your situation.

If you and the advisor think we might be able to add value, an appointment for your complimentary consultation can be set.

(2) Initial Consult

This checklist will help in gathering documents to bring along for your first meeting.

After your initial meeting, you will have a better understanding of the Compass Program and what its like working with us.

(3) Financial Plan

If you choose, the next step is preparing a formal, personal financial plan. This tool will serve as a road map for your future.

Your plan will paint a clear picture of your particular situation. After we present the plan, it is up to you to decide if Lighthouse can help you on your financial journey.

(4) Join Us

Congrats! You made a wise choice to become a client with Lighthouse.

In this meeting, we will have all the contracts, and forms ready for your signature(s).

Breathe easy, we are going to take the heavy lifting from here.