Every new client, onboarded end-to-end

Elaine, welcome aboard — we're genuinely glad to have you. Here's how the first two weeks go: this week I collect the intake form and last year's statements; next week David reviews everything before your kickoff call.

The intake form is attached — ten minutes, and anything you don't have handy, just leave blank and tell me. — Whitfield & Associates

Hi Elaine — you're nearly there! Just three fields left on the intake form: beneficiary contact, prior accountant, and the signature page.

If any of those are awkward to find, reply here and we'll work around it — the kickoff call doesn't need to move. — Whitfield & Associates

Her forms came in complete, but yesterday's reply asked twice whether “this is really worth the fee.” That's a doubt signal, not a paperwork problem — I'd suggest a five-minute call from you before Friday's kickoff, not another email from me.

I've held the day-6 check-in until you decide. — Caroline