Our Process

Our New Client Advocate Process
At Brisbois Capital Management, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized service to financial professionals and their clients since the inception of our firm. We are excited to bring this knowledge and service to help their clients achieve their financial goals.
We listen to the concerns and needs of our clients and then meet to collaboratively respond with researched information and care, and we work hard to base each approach depending on your needs.
Our time-tested new client advocate process contains the following steps:
Step Three - Fact Finding:
After meeting with you for the first time, we will send you a Confirmation Letter and Checklist in the mail for you to complete. After confirming our second appointment with you, we will then meet with you to utilize our financial data-gathering tool in order to gather as much information as is necessary to begin developing your financial plan.
Step Four - Implementation:
Our third meeting will consist of implementing actions included in your unique financial plan. In this step, we will open your accounts and begin the transfer of your assets. If there are other matters that require prompt attention, we will schedule another meeting with you to be held at a later date.
Step Six - New Client Welcome:
Once your financial plan has been implemented, we will monitor and review it as our relationship with you develops over time. We will also send you a Welcome Card, a Welcome Letter, and a Welcome Gift in the mail along with your first statement as a thank-you for deciding to trust us with your finances.
If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.