Let's Talk About Your Business Needs
Tell us a little about your business and the support you’re looking for. The FlowState Financial team can review your inquiry and help you identify the most relevant next step.
How Can We Help Your Business?
Whether you’re exploring bookkeeping, payroll support, business advisory, technology consulting, or another available service, share your requirements and we’ll direct your inquiry to the appropriate team.
- +1 213 429 9003
- info@flowstatesfinancial.com
- 61946 Oleander Dr, Joshua Tree, CA 92252
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SUPPORT & ONBOARDING
Common Questions About Contacting FlowState Financial
Discover how we coordinate discovery sessions, manage advisory transfers, and safeguard sensitive financial information during your onboarding process.
How do I initiate a consultation with a FlowState advisor?
To initiate a consultation, simply complete our secure online scheduler, email us directly at onboarding@flowstatefinancial.com, or call our centralized advisory desk. We will immediately prompt you to select a convenient date for a complimentary 15-minute alignment call.
What documents should I prepare for our introductory discovery call?
For our initial discovery session, no formal financial documentation is strictly required. However, having a high-level summary of your current assets, annual cash flow targets, and primary long-term wealth milestones will significantly maximize our time together.
Are virtual meetings available, or do we need to meet in person?
We offer complete operational flexibility. You can meet with our accredited wealth advisory team via encrypted video conference (Zoom or Microsoft Teams), or schedule a private, in-person consultation at any of our regional office hubs.
How quickly can I expect a response after submitting a contact form?
We pride ourselves on responsive communication. Inquiries submitted via our secure contact portal are typically reviewed and answered by an active relationship associate within 2 to 4 business hours.
Is there any fee or commitment for the initial exploration call?
No, our introductory discovery call is entirely complimentary. This session serves as a mutual evaluation to ensure that our comprehensive advisory scope aligns with your private wealth requirements.
How does FlowState protect my sensitive financial information?
FlowState employs bank-grade AES 256-bit encryption protocols for all data transfers. Our compliance policies rigorously meet global standards, ensuring your balance sheets and personal identifiers remain strictly confidential.
What are your standard support hours for active client inquiries?
Our central advisory team is available Monday through Friday, from 8:30 AM to 6:00 PM EST. However, active private wealth clients retain 24/7 access to their secure interactive performance portals.
Can I request weekend or after-hours appointments if needed?
We recognize that executive schedules require flexibility. Weekend and after-hours consultative sessions can be coordinated directly through your designated advisory representative on an as-needed basis.
How do I securely share existing portfolio statements with you?
Once your advisory appointment is confirmed, you will receive a secure Link vault email. This encrypted portal allows you to easily drop PDF statements from your previous custodians directly to our transition team.
Who will be my primary point of contact once onboarding is complete?
Upon onboarding, you will be assigned a Senior Lead Planner alongside a dedicated Relationship Manager. This dual-officer configuration guarantees that an expert familiar with your exact parameters is always available.
Does FlowState provide financial planning for international assets?
Yes, our advisors are certified in cross-border tax coordination, international estate structures, and multi-currency portfolio optimization to preserve and grow your globally diversified holdings.
How do I update my registered contact or bank account details?
To safeguard against unauthorized account modifications, profile adjustments can only be verified by logging into your secure FlowState Client Hub or completing a multi-factor voice authorization with your Lead Advisor.