The Frontier Way

Once you become a Frontier client, we’ll want to get to know you and your story. Our goal is to be your personal CFO and offer you all the pieces of the puzzle to bring together a personalized solution. Here’s our process:

    • Launch Phase. In our initial meetings, we’ll get to know one another. You’ll meet your Frontier Team and learn about our various areas of expertise. We’ll listen, while assessing every aspect of your current financial portfolio. This discovery process lays the foundation of, what we hope, will be a long-term relationship. We’ll ask questions about your personal situation and all associated variables. We’ll identify your wants and needs, for today and tomorrow. We’ll share our investment philosophy and demonstrate our commitment to the highest level of personal attention and service. Finally, we’ll work together and easily complete account applications and documentation that prepare you for the next phase.
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    • Planning Phase. At this stage, financial and investment planning begins. Your team will work closely with you and your professional advisors to form a complete needs assessment, including creating specific strategies and investment solutions tailored to your needs. From there, our in-house insurance specialists will analyze your insurance profile and provide an estate-tax assessment.
    • Monitoring and Tracking. Frontier is dedicated to effectively communicating your progress, by providing continual tracking plans and strategies. Such communication includes oversight, an annual review, periodic updates and points of contact, as well as newsletters and e-mail updates. We are committed to keeping you updated and will continually assess and alter your tracking plan, as necessary.
    • Service. The cornerstone of our business is service. You will find we’re incredibly flexible and accessible, and we’ll treat you with honesty, respect and integrity. We appreciate your confidence in us, and we’ll continue working daily toward strengthening it.

How can I get started?

contact us