Welcome to Your Onboarding Journey
This page will walk you through the essential steps to begin your path toward Financial Serenity. Let’s keep things simple, focused, and purposeful.
Your Progress
Progress updates as you complete each step.
Step 1: Start With Elements
Complete your Elements profile to give us a clear snapshot of your financial picture.
Complete Elements ProfileStep 2: Upload Your Financial Documents
Gather and upload the following:
- ✓ Most recent tax return
- ✓ Investment account statements
- ✓ RSU / equity compensation summary
- ✓ Any insurance policy summaries
Step 3: Explore Your Toolkit
- Set up your RightCapital profile
- Start your estate plan with Estately
- Ask Ian for a Monarch invite if budgeting support is needed
What to Expect in Each Session
- Session 1 – Purpose: Define your financial values, behaviors, and priorities. Deliverable: Purpose & Goals Outline
- Session 2 – Alignment: Clarify investment strategy and ensure accounts are moving. Deliverable: Asset Strategy
- Session 3 – The Plan: Finalize your One Page Plan and define expectations. Deliverable: Complete Financial Plan
Questions?
Reply to any email from me or send a message. I’m here to make this simple and life-giving.
Here to Serve,
Ian