How We Work
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To better understand the situation of our new clients, we ask that you please take 5-10 minutes to complete our “New Client Intake” form. Your responses will give us the information we need to begin evaluating your situation and developing a personalized plan specific to your needs.
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After we receive your complete intake form, our Client Service Manager will follow up within a few business days to schedule a call or meeting. During this consultation, we will discuss your needs, inquire about the scope of services, and get a better understanding of how we can assist in your financial landscape.
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Following our initial consultation, the team at MTFS will strategize a plan that fits the needs discussed. We will do our best to provide an accurate estimate of the cost of the agreed services. Cost will vary depending on the scope of work and quantity of services. Once we prepare a proposal, this may include a monthly flat fee to encompass all the necessary compliance and advisory services.
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Once the scope of work is agreed upon and you are ready to become a client, we will send you a request list of information needed to kick off the onboarding process. We will give you access to our secure online portal, where you’ll be able to upload and view documents, handle payments, and manage tax filings.
After onboarding, the work begins. We will communicate deadlines and expectations, all while keeping you in the loop about the status of the work being done.