Our Process

Our Welcoming Procedures

Meeting new clients and bringing them into our practice is where we get to show our finest service. Our onboarding practices begin with a conversation and center around our clients' best interests. We're happy to answer any questions you have about what it's like to work with Trailhead Financial Partners as well as provide you with our regulatory disclosures (Form CRS, ADV, Reg BI).

Organize

We listen and work with you to bring together all the information needed to learn more about your needs, goals and expecations.

Formalize

With your input and information, we will create a comprehensive plan to address your personal needs. Before asking you to trust us with your business, we will have a transparent conversation about costs associated with implementing your plans.

Implement

We will guide you through the necessary procedures to get started on your plan. You have access to Trailhead Financial Partners in person, on the phone, web conference, and through our technology portals.

ProActive Review

The Trailhead Financial Partners Proactive Review process is a comprehensive review of each clients' unique goals and plans. Our review process follows fiduciary standards and utilizes the expertise of Trailhead Financial Partners and your outside team of CPAs and attorneys when applicable.

Proactive Review Objectives:

Process: We follow a systematic process incorporating fiduciary standards for service, portfolio management, and goals-based advice.

ProActive: Our ProActive Review Process ensures periodic oversight and monitoring. At a minimum, our team will provide ongoing, quarterly updates to you.

Team: Trailhead Financial Partners is happy to collaborate with your other personal and business advisors to ensure the implementation of your plans.