What you can expect during our Initial Call, your Recommendation, and Our On-Boarding Process

As financial Advisors and Planners, we designed a process to give you an idea of what the initial process looks like when you reach out to Rockwall Wealth Advisors. This is for you to make and form an educated decision so you can decide if working together is best for you and your family. Equally important, you will finish this process knowing exactly where you stand and what we would do if we were in your shoes.

For people who are potentially a great fit for us, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your financial nest egg.

• Step 1 - Schedule your complementary consultation

Schedule online or call to schedule your initial meeting with Rockwall Wealth Advisors. This can be done very easily. Although clicking HERE is the easiest way to schedule your consultation, feel free to call and schedule is you prefer (214)-923-5237.

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

• Step 2 – First Meeting

  The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. This will give us both a chance to make sure your situation matches our expertise.

  Your answers to our questions will guide our analysis, which will result in plain-English answers to your critical questions.

• Step 3 - Our Recommendation & Analysis

  This is where the magic happens

  We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top experts to answer your top questions:

  • Can you afford to retire? Are you retirement ready?

  • Are you overpaying your taxes and/or fees?

  • Can your portfolio be improved?

  • Can you eliminate, or reduce threats to your retirement?

  • How can I prepare for my future?

  • (or fill in the blank with your top prioritized questions)

• Step 4 - Second Meeting

  This is where the rubber meets the road

  During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to your questions we asked during our analysis.

  This is where you will see, in dollars and cents, how our firm can improve your finances.

  At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.

• Step 5 - Sleep On It

  Having been in business for more than a decade and with many more years of experience, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Rockwall Wealth Advisors?

  • Will the benefits they provide exceed their cost?

  • Do I understand and agree with their investment philosophy?

  • Do their recommendations make sense to me?

• Step 6 - Third Meeting/Paperwork

  During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client (most can be done via DocuSign).

  Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

  *While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

It would be an honor to speak with you. To go ahead and schedule your call, click HERE or call (214)-923-5237!!!