Becoming a Client
The Ithaka Journey
Getting Started with Ithaka Financial Planning
Embark on a journey of financial discovery with Ithaka Financial Planning. Our process is designed to understand and address your unique needs every step of the way. Here’s how we guide you from the initial consultation to ongoing management and review of your financial plan through our Client Onboarding Process.
Our Client Onboarding Process
Our onboarding process ensures every client receives exceptional service. Here’s a quick overview of the steps we’ll take together as we get to know each other better.
Signing the Agreement
We begin our partnership and set the foundation for our work together.
1
Discovery Meeting
We get to know you — your story, your goals, and the life you’re building. You’ll complete a questionnaire that helps us understand your full financial picture.
2
Financial Observations
We take a thoughtful look at where you are today and share insights that help you see your options clearly.
3
Financial Plan Presentation
You receive a comprehensive plan tailored to your goals, along with scenario analysis to help you explore different paths forward.
4
Investment Meeting
We refine your investment strategy and help you set up your accounts with ease.
5
Midyear Review
We check in, celebrate progress, and make adjustments so your plan continues to support your evolving life.
6
Contact Form
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