Process

Selecting a trusted financial advisor to work with is an important decision—arguably one of the most important decisions. Together you will make choices that will affect your financial future. Whatever you hope to achieve, our team of financial advisors want to simplify the complexities of your financial life so you can focus on what matters most.

When you work with MJT & Associates, your Financial Plan Workflow will look like this:

  • Advisor holds initial consultation meeting with a prospect
    • The client is given a follow-up email sent out with Agreements, ADV, Client Questionnaire, and who we are and how we work material
    • Follows up two times, 2-week interval periods
  • Clients send back questionnaires to the initial planning process
    • Paraplanner enters data into eMoney
    • The advisor and planner reviewed the questionnaire and data for questions, concerns, and clarifications.
    • The advisor reaches out to the client for clarifications and to schedule a plan review meeting within 1 week of receiving the questionnaire.
  • Planning Review Meeting
    • Plan reviewed, deliverable discussed, action plan put in place within 3 weeks of receiving the questionnaire
  • 18-day Follow up
    • Advisors follow up with clients to review plan meeting’s action plan
  • 4-month Follow-up
    • Advisor sends client a thank you note and firm gift

We are here with customized solutions for all your financial concerns.

We’d be grateful for the opportunity to hear more about what you want out of your financial plan.  

Please contact us for more information.

Schedule A Free Consultation

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