• Onboarding Meeting
• Welcome kit
• Establish accounts
• Signatures
• Stifel Wealth Tracker login
• Begin transfer process

• Deployment of Strategies
• Transfer assets
• Foundations Playbook
• Discuss type and frequency of communication
• Responsibilities assigned and “Who to Contact”

• First Statement Call
• Answer questions on first statement received
• Gather additional outstanding documents
• Tie up any loose ends

• Wealth Team Integration
• Coordinate with CPA, attorney, and other service providers, as needed
• Insurance planning
• Liquidity needs, credit, and access to lending services
• Estate planning strategies and family dynamics

• Periodic Strategy Discussions With You
• Agenda sent prior to meeting
• Track progress toward goals
• Adjusting plan as life unfolds
• All meeting notes in Sales Force
• Value-Added Services
• (Family/Friends)

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.