Thank You – Plan Set up

Thank you! We have received your plan set up information request.

Here is what will happen next:

  • You will receive your set up invoice within 24 hours.
  • Once payment is received, we will begin processing your plan documents. We will reach out to you if we have any comments or questions during this time.
  • You will receive plan signature pages electronically.
  • You will receive access to our online portal that will include all of your plan documents and signature pages.
  • We will then reach out to you to schedule an onboarding call.

If you have any additional questions or concerns, please give us a call at (480) 297-0080.