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New Client Intake

Getting Started Jacksonville, FL St. Johns Asset Management, LLC

Get Started

With St. Johns Asset Management

As a new client, we want to ensure your questions are answered as we establish a mutual fit between us. Our onboarding process is designed to feel conversational in order to see how we can best address your needs and the goals you have in mind.

Our Process

By beginning with an introductory conversation, we’ll be able to decide if we’re a good fit for each other. From your initial concerns to deeper matters of financial stress, we’ll cover the scope of our services and how we might be able to help.

Next, we’ll get to know you a little better in a face-to-face meeting. At this time, we’ll dive deeper into the strategies we will utilize to help you reach your personal and financial goals.

Using eMoney, we ask that you upload any pertinent information that may be helpful to the success of our relationship and your financial future.

Gauging your wants, needs, goals and current data, we will assess and advise on the many areas of our planning process. These areas encompass every facet of your financial picture.

Our partnership will continue by implementing any agreed-upon recommendations into your financial picture and answering any questions that may arise. Over time, we’ll foster our long-term relationship by meeting at least once per year to discuss any milestones or transitions that may affect your implemented financial plan.

Begin by Scheduling Your First Meeting

Not quite ready to schedule? We encourage you to contact us to discover more about how we help.