Start Your Journey

Once you've decided that this is the right investment direction for you, here are the next steps to complete the process.

1. Complete this onboarding form.

2. Complete the W9 and Beneficiary forms.

3. When you are ready to transfer money for your initial investment, please email us at and we will provide you with several easy options for the transfer.

4. Sherpa Investment Group will issue you a detailed promissory note.

5. You will be contacted one month before your promissory note is due and asked about what actions you would like to take on your note.

6. Watch the beauty of your long term investment grow!

Easy to Use Investment Calculator

Trying to decide how much to invest? Use the free SEC (U.S. Securities and Exchange Commission) compounding calculator to get a sense of how fast your investment grows.

  <3 years
  <5 years
  <10 years

Sherpa Investment Group is dedicated to supporting and guiding you on your path to successful and conscious financial investing. Conscious investing is our guiding principle.

Get In Touch