Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.