To ensure your first call with Advisor Wealth Management is as productive as possible, please review the following checklist before your scheduled meeting.
🔹 Step 1: Gather Your Financial Documentation
📂 Upload Key Documents to your RightCapital Vault
Upload your most recent pay stub to the RightCapital Vault.
Complete your Summary Plan Description (SPD) (if applicable).
Need Help? Click Here
🔹 Step 2: Provide Investment Documentation
📊 Submit Investment Statements
Upload your most recent investment statements to the RightCapital Vault.
Need Help? Click Here
🔹 Step 3: Set Up Your Financial Planning Profile
🔗 Link Your Financial Accounts
Use the aggregator tool in RightCapital to link your financial accounts.
Need Help? Click Here
🔹 Step 4: Verify & Review Your Accounts
✔️ Double-Check Uploaded Documents
Ensure all documents are accurate and complete.
Confirm that all linked accounts are correct and up to date.
🔹 Step 5: Prepare for Your Call
📌 Next Steps & Discussion Topics
Write down any questions or concerns you’d like to discuss and be ready to talk about your current investments, and recent financial changes.
Completing these steps before your first call will ensure a smooth and efficient discussion, allowing us to focus on building your financial strategy right away.
If you need any assistance before the call, don’t hesitate to reach out to help@advisor.com!