Become A Client
At Northwest Capital Financial Group, we appreciate the opportunity to earn your business and want to make the experience of becoming a client as simple and rewarding as possible. As you might expect, we need to gather a significant amount of information on your dreams, goals, current financial situation and tolerance for different investment strategies. While the thoroughness of our approach may seem overwhelming, we have tried to streamline the process as much as possible.
CONFIDENTIAL CLIENT PROFILE : Our web-based profile form is designed to gather the necessary information to give us a holistic view of your current situation. Completing this form and bringing along any supporting documents will free up time in our initial meeting to discuss your dreams and needs. You can access the form by clicking on the document title above. If you have any questions, please contact our office.
RISK PROFILE: If we will be managing investment assets for you, we will want to have a complete understanding of your investment experience and tolerance for risk with your investments. By completing our risk profile, we will be able to analyze your risk and return objectives and work to create a portfolio strategy that gives you a better chance for success while maintaining a level of risk with which you are comfortable. This web-based form, available by clicking on the image to the left, will automatically forward the results to our office.
INITIAL CONSULTATION: After we have your confidential client profile and risk profile, we will be ready for our first meeting. This meeting is designed for you to get to know us and our firm and for us to make sure that we will be a good fit for your needs. Additionally, we will use this time to get to know you more personally and clarify any of the information that you provided on the client profile or risk tolerance forms. We will also take this time to explain our investment and planning philosophies and review how we get paid for our services.
Again, we look forward to working with you and assure you of every effort to earn your confidence. If you have any questions regarding our services or our new client process, please let us know.