Onboarding Process
At OmniStar Financial Group, we prioritize clarity and comfort as you embark on your financial journey with us. Our structured, step-by-step process ensures a seamless transition and a personalized strategy tailored to your financial goals.
01
Getting Started
- We get to know each other. Questions are encouraged!
- We discuss your financial goals, plans and concerns.
- We talk “OmniStar” and how our process helps clients navigate the wealth management journey.
- We talk about how OmniStar is compensated and how your information and money will be handled.
- Together, we decide how to move forward and implement your personalized wealth management plan.
Action Items9
- Complete the following forms to provide a more complete picture of your financial situation:
- Fact-finder
- Risk tolerance questionnaire
- Confidentiality and compensation agreements
- Provide specific financial documents, such as:
- Income tax returns
- Will or other estate planning documents
- Account statements
- Income statements
02
Goal Setting
- We discuss your financial and personal goals together.
- We review the information you provided and make sure it’s correct.
- We help you turn broad needs and goals into specific, measurable objectives.
- Your questions or concerns will be addressed.
Action Items4
- Our team will analyze your data and use it to compare your goals with your current financial situation.
- During the process, we will identify areas of financial strengths and weaknesses. The completed plan will include recommendations for maximizing your strengths and reducing your weaknesses.
- We will contact you for additional data if we identify gaps.
- The initial financial plan draft will be ready for viewing.
03
Implementation
- Our team presents an initial plan with detailed analysis and recommendations.
- We review the plan together, making adjustments according to your concerns.
- You’ll decide which assets will be directly under our management.
- We discuss how to efficiently and safely transfer your assets.
- We establish a schedule for future meetings.
Action Items3
- Our team will document the meeting outcome and provide you with a summary for your records.
- Necessary documents which require your signature will be provided in person or electronically.
- New accounts will be opened at our custodian. Old accounts will be closed following the transition.
Let's Start the Conversation
Connect with an OmniStar advisor to take the next step toward clarity, confidence, and long-term planning you can trust.