An investment questionnaire that acknowledges your understanding of the benefits and risks of the investment strategies

An agreement between you and Black Creek Wealth on the responsibilities of both parties. This agreement is not a long term agreement, but rather a PAY AS YOU GO arrangement. Both parties can cancel at any time.

A brief confidentiality agreement and financial positioning statement that covers our Fiduciary responsibilities related to us investing funds

Once this is all submitted, a new account will be opened at the brokerage firm Charles Schwab for you. At that point, you will be provided with the new account information and ability to fund the new account. Once funded, we begin investing for you. There is no requirement to have normal reviews however if investor chooses, I will accommodate.