Welcome and Thank You for your interest in becoming part of the WealthCare Family. We take pride in developing long-lasting deep relationships with our clients. We believe in a complete look approach of our family member's finances. We believe in multiple meetings, planning, and being proactive with your financial future. This includes, but is not limited to: tax return preparation, tax planning, wealth management, and insurance analyzing. You will answer a few questions and watch a video about our advisory services. Then, once you have answered a few preliminary questions and watch the video, we will ask you if you would like to proceed and ask you for some initial set up information that we call our new member intake form and then have the option for you to upload your prior years tax returns.