What's Your Purpose?
CAPitalize Your Today
CAPitalize Your Cash
- Start with your expenses
- Fix your savings
CAPitalize Your Debt
- Understand what is good and bad debt
- Strategize your debt stack
CAPitalize Your Tomorrow
CAPitalize Your Cashflow
- CAPitalize your “GAP Money”
- CAPitalize what goes where
- CAPitalize your kids
CAPitalize Your Investments
- What’s out there long-term?
- What’s out there short-term?
- What makes sense for you?
CAPitalize Your Retirement
CAPitalize Your Income
- Do you need guaranteed income
- When long-term meets short-term and how to tie it all together
CAPitalize Your Legacy
- When we meet with your estate attorney to discuss your legacy
The CAPitalize Your Finances Experience
Now that you know the framework, these are the steps we take to onboard you as a client:
This is where it starts. Our sole goal is to get to know you. Finances will come up this meeting, but the more we get to know about you, the better we can help capitalize your finances.
Make sure that you bring your completed preliminary paperwork, which you can download here.
At the end of the initial meeting, we’ll schedule your second visit.
Your Second Visit
Now that we’ve had the chance to get to know you and your financial situation, it’s during the second visit where the CAP in CAPitalize really gets to roll up his sleeves and get to work.
During your second visit, we’ll go over your plan and go over the areas where you need to CAPitalize the most. We’ll also potentially look at other areas of CAPitalization that you may not have thought of.
At the end of the second meeting, we’ll set up date and time to go over paperwork.
During the paperwork visit, our team will go over what you’ll be signing and walk you through the process step by step. We’ll also schedule your your first quarterly meeting (which can be done in-person, over the phone, or video chat, it’s up to you.
Once you’re a client, we’ll meet with you annually and have a call quarterly (about every 90 days) to make sure that you’re staying on track. After one year, we will revisit this schedule during our annual meeting to determine if we need to meet quarterly, semi-annually, or annually.
In between meetings or calls, you are always welcome to call, email, or meet again if need be. We keep this process to make sure you CAPitalize Your Finances to the fullest.