When you first meet with Strivent Financial, you will be welcomed with a friendly greeting and a willingness to help you. These initial meetings are intended to get to know you and what is important to you. We want to make sure that we are a good fit for you and that our services will provide significant value.
Become a Client in Three Easy Steps
Initial Call – We will spend about 15 minutes to learn about your needs and answer any initial questions you have about us. If it sounds like we may be a good fit for you, we will schedule a complimentary Discovery Meeting.
Discovery Meeting – This meeting is all about you! We want to learn more about your values, goals, important relationships, financial resources, how you like to work with an advisor, and the other financial and legal professionals working with you.
Services and Solutions Meeting – We will go over how we will help you, explain our services in greater detail, and discuss the value we bring to your situation. At the end of this meeting, you can begin working with us as a client or take some time to decide.
Q&A Meeting (if necessary) – Strivent Financial understands that this is an important decision for you, and we want you to be excited about working with us. This optional meeting is to discuss any additional questions you have and then decide how best to proceed.
Once you are a client, we will focus on the top priorities and customize an advanced planning strategy that is comprehensive and tailored to your needs.
27201 Puerta Real
Mission Viejo, CA 92691