ONbOArDING

You don’t have to be great to get started, but you have to get started to be great

COFIELD ADVISORS

1

A.  Follow the link above to review and sign your Client Agreement document. You will also be receiving a separate email from Quickbooks where you can pay your invoice.  

3

DOWNLOAD THESE 

DOCUMENTS FOR YOUR

RECORDS

A.  By law, we are required to give you a copy of our company documents. At the bottom of this page, you see a link to our Firm’s ADV and Privacy Policy. Please download a copy of these files for your records.

2

A.  Follow the link above to complete your Client FactFinder. This questionnaire will help us gather the necessary information about you and your business.

This questionnaire will take about 30 minutes so please set aside the time to complete it properly. Lastly, to help our onboarding process go smoothly, please try to have this completed 48 hours prior to our onboarding call. 

4

WHAT TO EXPECT NEXT

A.   The Onboarding Meeting usually takes about 60-90 minutes to complete so please plan accordingly. During this meeting, we will be asking you some questions based on your fact finder and getting you acclimated with our processes and softwares. You do not need to bring anything to this meeting except yourself and a good attitude!

LET'S GET STARTED

DOWNLOAD FILES