Finwise

What to expect after you sign up

We keep the handover plain and practical. Here is the sequence we follow once your onboarding form is submitted, so you know what lands in your inbox and when.

Within one business day you receive a short confirmation email with your client reference number and a link to the secure document upload area. No forms buried in attachments.

Your assigned analyst reviews the documents you provided and sends a concise summary of what is clear and what still needs clarification. This usually happens within three working days.

You get a plain-language outline of the next steps, including any forms that require a wet signature and the exact address to send them to. We do not assume you know the process by heart.

Once everything is signed and returned, we confirm receipt and give you a realistic timeline for the next milestone. If anything changes, you receive a short update rather than silence.

How Your Financial Plan Takes Shape

From the first conversation to a working portfolio, each stage has a clear purpose and a defined outcome. Here is the sequence we follow and what you can expect at each point.

Week 1 - Initial Review

We start with a 45-minute call to map your current accounts, income sources, and existing investments. You receive a short summary of what we found and which gaps matter most for your situation.

Week 2 - Strategy Draft

Based on your goals, we prepare a written plan covering asset allocation, cash reserves, and debt handling. The draft includes plain-language explanations for each recommendation, so you can question anything before we move on.

Week 3 - Portfolio Setup

Once you approve the direction, we help you open or adjust brokerage accounts, set up automatic contributions, and place the first trades. You get a checklist of what was done and what remains on your side.

Month 2 - First Checkpoint

We review the first statements together, confirm that contributions are landing correctly, and adjust any positions that drifted from the target allocation. This is also the moment to raise questions about fees or tax implications.

Quarterly - Ongoing Review

Every three months we compare your portfolio against the original plan, discuss any life changes, and rebalance if needed. You receive a one-page summary with numbers and a short commentary, not a wall of charts.

Annual - Full Reassessment

Once a year we step back and revisit your long-term targets, risk tolerance, and retirement timeline. We update the plan in writing and agree on what stays the same for the next twelve months.