877-739-6007  •  Send Message

Our Financial Process

WE CUSTOMIZE YOUR PORTFOLIO TO FIT YOUR WEALTH MANAGEMENT NEEDS

We act in your best interest with honesty, transparency and trust. Our team works to enhance your financial situation through strategic planning and monitoring to achieve your retirement goals. Developing a custom financial plan helps long-term investors see the big picture. It establishes comprehensive financial goals through all stages of retirement.

Capstone Wealth advisors matches our tools and resources to fit your goals and implement a strategy tailed to fit your investment needs. Our 5 step financial planning process starts with you!

Our five-step financial planning process starts with the initial conversation.

Step 1: Initial Consultation

Initial Consultation
  • Interview each other and determine if we have a compatible relationship.

Step 2: Research & Review

Research & Review
  • Analyze investment portfolio and run a comprehensive retirement analysis.

Step 3: Develop A Plan

Develop A Plan
  • Discuss investment strategy based upon time horizon and risk tolerance.

Step 4: Allocation & Implementation

Allocation & Implementation
  • Present our investment strategy and implement it with client approval.

Step 5: Monitor

Monitor
  • At a minimum, an annual review is used to assess the sustainability of the income plan based on investment performance, the withdrawal schedule, and life events that impact current assumptions.

Are You Ready For a Fresh Perspective With a Proactive Approach?