Become a client

OUR NEW CLIENT PROCESS
To become a new client of our firm, we utilize the following process:

1. Discovery Call: Call our office at 775-853-1600 to request a Discovery Call. During this 15-minute phone appointment, you will be asked a series of questions to ensure our firm is a good fit for you. If we conclude that we can be of service to you, we will schedule a Discovery Meeting with Jon Sanchez.

2. Discovery Meeting: This is a no cost appointment.  The purpose of this face-to-face meeting is to explore your individual needs, goals, risk tolerance, income objectives, etc.  Please bring any brokerage statements you want to discuss, tax returns, etc.  It is also helpful if you come to the meeting with a list of questions.  At the conclusion of this meeting, Jon will determine the next step, which is usually the creation of our financial plan, Segments of Wealth. A risk tolerance questionnaire will be given to you to take home and complete..

3. Return Questionnaire  After you complete your Segments of Wealth questionnaire, please either promptly fax to 775-853-1602, scan and email to info@sanchezwealthmanagement.com, or physically deliver it to our office.  Then, an Investment Plan Delivery meeting will be scheduled.

4. Investment Plan Delivery: At this meeting, you will sit with Jon Sanchez and review his specific recommendations for your financial life.  The plan typically includes allocation details, return summaries and an action item list, which are specific items Jon will help you implement.

5. Plan Implementation: If all parties agree to implement the plan, an account signing meeting will immediately be scheduled, as well as any additional meetings with our various advisors.

COST
As an SEC Registered Investment Advisor, we are required by law to disclose any and all initial as well as ongoing costs.  These costs will be discussed during the investment plan delivery meeting.  Our fee to create your Segments of Wealth financial plan is $1,500.00.  However, this fee is waived if you transfer a minimum of $25,000 of brokerage assets to Sanchez Wealth Management, LLC.