How do I become a client?

Stewart Financial Group recognizes that it takes time for an individual to decide if we are the right firm for them.  We have established steps that make this process easier for us to determine if we are the right fit for each other.  The steps are as follows:

  1. Appointment is scheduled and Information Request form is delivered to prospect.
  2. The first appointment is used as an information gathering session for the client to learn more about us and for us to learn more about them
  3. Once a decision is made, we require that prospects go through with one of our financial plans.  We assist in what plan is most suitable for purpose and price 

Once the plan has been completed, it is our desire that you elect to use us to implement the recommendations.  You are under no obligation to do this with our fim.

As always we do make exceptons to these procedures when warranted

Information Request Form