Whether you're transferring over from another firm or this is your first time working with an advisor, we know it can be confusing trying to figure out how to get started. That's why we've spelled out our process step-by-step so you're clear about the journey in becoming a member with WealthRhino.
Unlike other firms, we won't make you sign anything up-front. We want our relationship to be built on trust, and in order to build that trust we want to spend some time getting to know each other to make sure we're a good fit. Then once you're ready to move forward, we'll finally ask you to sign the membership agreement.
After the forms are completed we'll initiate your account transfers from our side, so you'll never have to fire or speak to your previous advisor ever again!
Fill out the personal info worksheet to tell us about you, your family status, job, and the other basics of your financial life. It only takes 3 minutes to complete and it'll provide us with talking points for our introduction call.
If you prefer to call us before filling out your information, that's okay too! You can schedule a call on the next step.
On the Intro Call you'll be paired with a WealthRhino advisor who best suits your financial situation. We'll have a casual conversation to get to know each other, answer any questions you have, and discuss your answers to the personal info worksheet.
If you haven't completed the personal info worksheet, we'll ask you to fill it out after our call.
Your advisor will dive deeper into the info from your worksheet and intro call to consider whether your needs and our expertise align.
If we both feel there's a good fit, we'll schedule a virtual or live Explore Meeting to show you a detailed action plan on how we might best be able to serve you and address your specific needs & goals.
When you're ready to move forward, it's time to sign the membership contract to make it official! CONGRATULATIONS, you've just taken a huge step forward towards a better financial life!
Your WealthRhino advisor will get you started with the onboarding process, setup your "Get Organized" meeting, and begin to take on the heavy-lifting of your finances.