The Keystone Process
At Keystone, onboarding isn’t just a formality—it’s the beginning of a meaningful, long-term partnership. From the very first conversation, we take the time to truly understand who you are, what matters most to you, and how you envision using your resources to reach your goals. We don’t believe in one-and-done financial plans that become outdated the moment you leave the office. Your financial plan is a living, evolving roadmap—designed to adapt as your life and priorities change.
1
Initial Call
In our initial call, share your needs, and we’ll explore how we can help. You can then choose whether to meet with us in person.
2
Gather Documents
We want our meeting to be as productive as possible. If you can, bring documents like retirement accounts, tax records, and financial plans. But no stress—we’ll send you a checklist to guide you!
3
Introduction Meeting
Sit down with our Financial Planning team to see if we’re the right fit for your needs. We’ll discuss our services and how we can support your goals.
4
Proposal Meeting
Based on what we learned in our Introduction Meeting, we’ll present a customized investment strategy and financial plan to help you move forward with confidence.
5
Implementation
Next, we’ll prepare the required paperwork and ensure a smooth implementation of your financial plan.
6
Next Steps Meeting
In this meeting, we’ll review everything we’ve put in place, address any outstanding details, and ensure you’re set up for success.
7
6-Month Check-In
Six months in, we’ll touch base to see what’s new, answer any questions, and make sure we’re still aligned with your goals.
8
Ongoing Review
and Management
From this point on we will meet with you regularly. This will ensure we are up-to-date with what is happening in your life and how any changes may have impacted your financial goals. You can reach out to us any time, but rest assured we will touch base with you annually.
Our Commitment to You
Most people leave confused after talking to their financial advisor. Our team is just as good at explaining investments as they are at making them. At every stage of your financial journey, you’ll have a clear picture of what’s going on with your money.
Effective Game Plan
We simplify the complexities of your financial life by creating a plan built around your priorities, then continually adjust it as life evolves to keep you moving in the right direction
Advice in Straightforward Language
We know that having your questions answered in technical terms can be overwhelming. We strive to make our communication thorough and easy to understand from the start. All concerns and questions are welcomed and addressed as soon as possible.
Transparent Fees
You should know what you’re paying and why. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor and your investments.
Making Your Life Easier
We’re here to simplify your financial life and take things off your plate. Whether working with your other advisors or handling it all, we make it easier for you to focus on what matters most.
Experience
Our team brings over 81 years of combined experience in financial services, along with advanced designations and certifications. We’re proud to be a trusted resource for both regional and national media. Josh Nelson’s insights have been featured by CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate, 9News.
Learn more about whether Keystone is a good fit
Schedule a complementary consultation.