When it comes to achieving your goals, you are best served by a deliberate process. Before you commit to a long-term relationship with us, step by step, we explore:
An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?
In our Investment Plan Meeting, we present our understanding of what you've shared with us. Based on your input, we fine-tune it as needed. The strategy developed in this meeting will be documented in an Investment Policy Statement when you become a client.
At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.
Capital WealthCare Advisors: a fee-only wealth management firm offering investment management services to individuals, families, professionals, small business owners, retirement plans and non-profits.
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