Rigden Capital Strategies

Getting Started

New Client Setup Process

Six steps from first call to ongoing partnership.

  1. Step One

    Introductory Meeting

    We learn the main goals you want to accomplish in working with Rigden Capital Strategies.

    Time: 15–20 minutes

  2. Step Two

    Intake Forms

    A few quick questionnaires help us prepare for your discovery meeting.

    Time: 15 minutes

  3. Step Three

    Discovery Meeting

    Our rapid-fire Q&A to gather everything we need to build robust planning and investment strategies.

    Time: 60 minutes

  4. Step Four

    Plan Delivery

    Your advisor presents an initial stress-tested wealth plan with clear, actionable next steps.

    Time: 45–60 minutes

  5. Step Five

    Implementation & Transfers

    We work step-by-step with you to open accounts, transfer assets, and put the plan into motion.

    Time: Varies

  6. Step Six

    Ongoing Calibration

    We meet on a recurring basis to update and adjust your plan as life and markets evolve.

    Time: 30–60 minutes

Schedule a Complimentary 15-min Consultation