New Client Process

Appointment #1 – During this appointment, I will:
•Get to know you
•Get a snapshot of your financial picture
•Determine your objectives
•Determine what you are looking for in an Advisor
•Show you the added value of Kenneth E. Boone Advisory Services
•Show you how Kenneth E. Boone Advisory Services can help
solve your financial issues
•Determine the direction of our relationship
•All first appointments are complimentary!

Appointment #2 – During this appointment, I will:
•Explain our processes – what we do
•Determine your  Risk/Reward Parameters
•Discover your values and attitudes towards various asset class
groups
•Develop your Investment Policy Statement
•Collect Retainer - ½ of the cost for the Investment Policy
Statement Preparation
•Explain Fees & Fee Structure

Appointment #3 – During this appointment, I will:
•Review your completed Investment Policy Statement
•Set forth the foundation for thinking:
*Your Expectations
*How your Portfolio is managed
•Summarize our discussions thus far
•Collect the remaining ½ of the cost for the Investment Policy
Statement Preparation

Appointment #4 – During this appointment, I will:
•Implement your Policy
•Sign all necessary account paperwork
(Implementation may also take place during the 3rd appointment)



PO Box 1283 Manteca, CA  95336    Phone: 209.239.0283   Fax: 209.239.0417  
Email: marcy@kenboone.com