Our Process:
The 7-Floor Elevator to Membership
Our seven-floor process provides a clear path to becoming an Exit Wealth member. From the initial meeting and confidentiality agreement to onboarding, asset transfer, and ongoing service, each floor is designed to build trust, align expectations, and establish a comprehensive wealth management relationship.
Floor 1
Initial Member Meeting
Determine if there is a mutual fit for membership with Exit Wealth and learn about the breadth and depth of Exit Wealth Advisors services and offering.
Floor 2
NDA - Non Disclosure Agreement
We can't share any of the special sauce of Exit Wealth Advisors without a mutual confidentiality agreement.
Floor 3
Member Wealth Management Meeting
Learn about Exit Wealth Advisor's philosophy on financial planning, investment management, tax mitigation, and private alternative asset strategies. Mutually decide if there is a fit for membership and understand fee structure and exclusive member benefits.
Floor 4
Intake Form And Onboarding
Fill out Exit Wealth Advisor's membership intake form and gather all documents necessary for membership onboarding.
Floor 5
Transfer Of Assets
Assets transfer to Exit Wealth.
Floor 6
Member Portal
Compete debrief of member portal, continuous financial plan, and wealth management reporting.
Floor 7
Ongoing Member Service
Service schedule set up for meetings in the spring and fall and we do not take member appointments during the summer.
