Broker Check

Client Journey

Client Journey

Discovery Meeting

First Meeting

In this "get to know each other" meeting, we want to have an open dialogue about the services your seeking to ensure Lakeshore is the right fit, and vice versa.

Following the Discovery Meeting, we will request (1) Tax Returns and (2) Investment Statements.

Proposal

7 - 10 Business Days

This meeting is centered around Lakeshore outlining a relationship roadmap ensuring that the firms services match your needs and meet your expectations.

Paperwork

10 - 14 Business Days

The following documents will need to be signed:

  1. Investment Advisory Agreement (IAA)
  2. Fidelity Investments Paperwork
  3. Investment Policy Statement (IPS)

Client Portal Onboarding

Within 30 Days

Using our professional financial planning software (eMoney Advisor), we will onboard you to your client portal enabling us to provide financial planning services (e.g., budgeting, college savings, and other items specific to your needs).

Ongoing Journey

2-3x Annually

Your financial livelihood is always changing, and therefore our services are ongoing to ensure we're with you every step of the way.