If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.

Matthew, Brent, and Joshua, discuss:

• How they apply a seven step financial planning process

Resources:

• Retirement Plan Playbook: What To Expect When Working with RPA Wealth Management (Ep.67)

Connect With RPA Wealth Management:

• [email protected]