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private client Services
You live a busy life and worrying about important financial decisions can be exhausting.
We're here to help.
Our Process:
Initial consultation
Initial consultation
Initial consultation
You'll be invited to our office for a free one-hour consultation and have the ability to get to know our group. We'll answer your questions, prioritize your needs and help evaluate your financial well-being. Your Financial Consultant will provide a courtesy review of any investment accounts you have at other institutions.
what we'll discuss
Initial consultation
Initial consultation
Will you have enough money to last throughout retirement? Are you allocated appropriately for your goals? How can you generate investment income to meet your desired lifestyle? Will your loved ones be financially stable if something happened to you?
ON BOARDING stage
Initial consultation
ON BOARDING stage
Once you decide to implement the recommendations discussed with your Financial Consultant, you will then move to the onboarding stage. Your dedicated Service Member will seamlessly transition any existing investment accounts.
service, education & events
Your Financial Consultant and Service Member will establish an ongoing personal relationship with you. You will receive a comprehensive financial plan and meet periodically to stay on track. If you desire, we can partner with your Lenders, CPA's, and Attorneys as needed. As a Private Client, you may also receive periodic invitations to events hosted by The Capstone Planning Group.