Onboarding Overview
Onboarding is the most important part of the process. To begin you need to complete a quiz to help Women Financial Power capture any type of concerns. By inputting the right details upfront we gain visibility into your situation. This takes less than 15 minutes to complete.
What we do
- Ensure you complete your secure intake.
- Collected key insights around your income, obligations, and current planning gaps.
- Reviewed your objectives.
- Identify potential risks in your existing setup.
- Prepare a summary for internal review before your Discovery Session.
- Make sure you create your encrypted vault.
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