Process
Step 1. Discovery
The first step in establishing a relationship of trust is getting to know you, your financial situation, and your personal and business goals. Our intention is to translate these goals into customized solutions.
Step 2. Consultation
Once we have gained an understanding of your current financial landscape, our next step is to help you articulate your goals and priorities. While some clients come to us with very specific goals in mind, others have a more abstract idea of their objectives. Because our solutions are designed with your specific goals in mind, we strive to help you identify exactly what those goals are. It is also during this stage that we begin to gather relevant records such as existing account statements, tax records, insurance policies and estate planning documents.
Step 3. Analysis
Based on our consultation, we conduct a thorough analysis of your financial situation, leveraging professionals who specialize in law, accounting, and business valuation as needed to assemble and analyze a number of possible approaches. This step also allows us to find solutions that are comprehensive and customized for you.
Step 4. Implementation
After reviewing available options, together we select a strategy that best addresses your specific challenges, budget and opportunities. This consultative approach allows you to take action with confidence.
Step 5. Monitor & Review
Our relationship doesn't end with the implementation of your financial strategy. We will meet continually to monitor your progress and goals in light of changes in the economic environment and recommend adjustments as deemed appropriate. At Capitol Financial Solutions, we pride ourselves on commitment, and look forward to strengthening our relationship with you.