01
Intro Phone Call
The first step is a 15-minute phone call where we introduce ourselves, learn more about you, and gather basic information to establish our possible relationship for the future.
02
In-Person / Zoom Meeting
This is a 1-hour meeting where we meet via Zoom, phone, or at our office.
During this meeting, we will begin by learning more about you and your goals. We will then discuss our financial planning process and our investment philosophy.
03
Begin Relationship
Congratulations! This is where you become a Mercury Capital client! This is also where we begin to start transitioning all of your accounts to work more in harmony with each other. Gathering data is not always people’s favorite pastime, but we do our best to keep it both comprehensive and concise.
04
Financial Plan
After the planning meeting, if you choose to work with our amazing team, you will receive paperwork to set-up the account(s) discussed/agreed upon via DocuSign. After completing the account building process, a follow-up meeting, via Zoom or in office, to review your financial plan will be scheduled.
05
Ongoing Meetings
Circumstances and life change rapidly, this can affect your plan. For this reason, we find it incredibly important to schedule regular strategy sessions where we can review your goals and insure you remain on track.