Working With Us

Alpine Lake

 

As a client of Ella Financial Advising, you can be confident that all your financial affairs are in order.  

 

We start by scheduling an introductory call to meet each other and review any questions you might have, and if it seems like a good fit, we can begin the onboarding process.

Getting Started

Onboarding Process

We start with an introductory call to meet each other and review any questions you might have, and if it seems like a good fit, we can begin the onboarding process.

 

Onboarding includes: filling out an enrollment questionnaire, uploading documents, and most likely making one or more new accounts with our chosen investment custodian and moving your assets there. 

We will help throughout and typically the process is quick and smooth.

Initial Meetings

    After the onboarding process, we will meet to discuss your financial goals and your current situation and make a plan to help to realize those goals.

We will meet a couple times, with several weeks in between, until you are properly set up to meet your goals.

Ongoing Meetings

After we've established your financial plan and implemented your initial investment strategy, we will then schedule meetings twice a year to discuss any updates and ensure that you're on track to meet your financial goals.

ANNUAL ONGOING MEETINGS:

1. New Years Financial Planning Meeting - we meet early in the year to review the previous year and discuss your investments and financial goals. 

2. Year End Tax Planning Meeting - We review the prior year's tax return, any taxable event in the current year, and create a strategy to minimize your income taxes.

Additionally, we are available to meet as needed, whenever you have a question or a significant change to your financial situation.  We also proactively reach out as needed to best serve you and your portfolio.