Our Process
Experience exceptional value through a customized 5-step process designed to meet your needs.
- 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 your goals into customized strategies.
- Step 2. Consultation
After we understand your financial position, our next step is to help you talk about what you want to do with your money. Some people have clear goals, while others have more general ideas. Since we make plans based on your goals, we work to help you figure out exactly what you want. This is also when we start gathering important papers like account statements, tax records, insurnace policies, and estate planning documents.
- Step 3. Analysis
Based on our consultation, we conduct a thorough analysis of your financial landscape, 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 strategies that are 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 way, you can 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.