Broker Check


Step 1: Discovery 

Welcome! We’re glad you’re here. In your Discovery meeting you and your advisor will get to know each other well, we will work to better understand your specific financial goals, and ensure we are a good fit for you. The only thing we need you to bring to this meeting is yourself. Having an advisor you trust is invaluable, so we begin every new client relationship by simply getting to know you. We’ll even bring the coffee. 

Step 2: Strategy

Every house needs a blueprint, and every financial plan needs a strategy. In this meeting, you and your advisor will use our award winning software to create and test a plan that achieves your goals. First, our team will develop a financial forecast for you. Next, we will do a side-by-side comparison of how our forecast stands up to your current investments. We want you to be confident that your investments can withstand market volatility and economic disruption– pandemics included. You won’t find any cookie-cutter financial plans here, every client receives a personalized plan designed with their most important values in mind. We know every family is unique, and we work diligently to provide an individualized approach to each household. 

Step 3: Orientation

Welcome to the SOKY Advisors Family! During this meeting, we will review the financial plan that you and your advisor created just for you. We’ll put together a book that gives you a sense of control over your financial future, and we will help you get acquainted with our online client portal – where your investments are available in one location for ease of access.

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