Meet with our team to explore your goals, priorities, and alignment with Skyline’s services. This is your first glimpse into our process and philosophy.
Purpose: Initial introduction to Skyline and screening for alignment.
A deep dive into your financial priorities, concerns, and objectives. Together, we’ll build the foundation for your Income & Portfolio Plan.
Purpose: Discovery and fact-finding to align our strategies with your goals.
Together, we’ll confirm your priorities and evaluate your current financial strategies. This is where we align your goals with our actionable plans, ensuring everything is on track.
Purpose: Strategy planning and relationship commitment.
Welcome to the Skyline family! We’ll complete your onboarding, including account setup, portal access, and tailored allocations for investments and income streams.
Purpose: Family onboarding and implementation of your plan.
Your financial journey doesn’t end after onboarding. Through our Continuity program, we provide regular check ins and reviews to ensure your plan stays aligned with your goals.