6. Client Onboarding Session (C)

Google Meet

Welcome to Walker Capital! This meeting is designed to introduce you to our service model, explain what you can expect moving forward, and ensure your accounts and planning relationship are set up for success. We'll review communication preferences, ongoing service expectations, available resources, and answer any questions you may have about working with our team. Our goal is to make your transition into becoming a Walker Capital client as smooth and organized as possible.