Our Process

Our relationship goes far beyond managing investments. In addition to building and overseeing a portfolio tailored to your risk tolerance and financial goals, we serve as a trusted resource for your broader financial life.

We strive to become your family's CFO, helping coordinate the many moving pieces that contribute to long-term financial success.

What You Can Expect from Us

You will first have a phone call with your Advisor. You can use this online schedule link, call 928-421-0002 or email us (info@ryleighwm.com). This call is to start the process of understanding your goals and how we can partner.

You do not need all of your statements for this initial call, but you should be ready to talk about what accounts you have and know the estimated balances and your general goals.
If both you and your Financial Advisor agree this partnership will work for you, we will ask you to gather statements or other financial documents so we can get a clear picture of where you are.

These are the typical items we'll need:
- Bank Statements
- Statements of any existing retirement accounts (401(k), IRA, Roth IRA, TSP, 403(b), etc.)
- Information about any Pension Plans you are eligible for
- Balance for any health savings (HSA) accounts
- Social Security estimates (if applicable)
- Statements for any 529 or college savings plans
- Statements for any Life, Long Term Care, or other Insurance
- Statements for any Annuities
The next meeting will be in person or via video call to review all the information and start the ongoing process of creating a financial plan.

Onboarding Process

Below is our general onboarding process. Everyone is unique and has different needs, but this is the general process we will follow for you: