Thank you for considering Madison Park Capital Advisors. We love what we do, and we are so grateful for the opportunity to walk alongside you on your financial journey. We believe strongly in getting things started on the right foot through clear communication and expectations. To help with this, we have developed the materials below to help you know what to expect and how to best prepare for our first meeting together. We work on the premise that every situation is unique, and we certainly look forward to sitting down with you to know your story and see how we can add value to your financial picture.
Initial Client Meeting Agenda
MPCA Onboarding Process
MPCA New Client Information Form
How to Get the Most Value Out of Your Advisor Relationship
Frequently Asked Questions
We will meet you wherever is most comfortable for YOU! You are invited to join us at our offices downtown, or we will gladly come your way to your home or a nearby coffee shop.
Please feel free to contact us at 206.623.6722 if you have any questions or concerns, or if you are interested in scheduling your first meeting with us.
