• Schedule a Financial Diagnostic meeting to review and prioritize your financial goals and match them with a long-term investment strategy.
  • Songbird will propose an investment plan to implement your long-term strategy – keeping your long-term financial needs and concerns in mind.
  • Review the proposal and request Songbird to start implementing the plan
  • Songbird will help consolidate your assets on the Schwab Institutional Investor platform to provide peace of mind for the safety of your assets as well as world class reporting and record keeping.