Getting Started
What are the steps if you are interested in working with Insignia Financial Company?
1. If you are interested in learning more, click on the button to schedule an introductory call with us.
2. Following the Introductory call, we will schedule an initial "Get Acquainted" session. During this time, we will get to know each other. We will provide information on how we may be of service to you.
3. Prior to the Get Acquainted session, we ask that you complete a short questionnaire and return it to us before we meet. You may also want to download this Checklist that will help you gather the documents needed to analyze your financial picture so we can develop effective strategies for you. This will allow us to make the most effective use of our time together.
4. After we complete our in-person meeting, we both determine if we are a good fit to work together.
5. To learn more about what happens during the first year of our relationship, please review First Year with Insignia Financial.
