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private client Services
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 meet our team. We'll address your questions, gather information, and identify your key financial goals. After your meeting is complete, we can create a written financial plan summarizing our observations and potential recommendations.
RECEIVE YOUR PLAN
Initial consultation
Initial consultation
Our comprehensive financial plans analyze key issues including:
- Portfolio risks and asset allocation
- Retirement income strategies
- Social Security
- Taxes
- Estate Planning
- Insurance
- And more
ON BOARDING stage
Initial consultation
ON BOARDING stage
Should you choose 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.