Our Services
The Financial Plan
Though every financial plan has a unique destination, they all begin at the same place. At Capstone, we believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan. We begin this planning process by gathering information specific to you and your household. This information is then put into a unique calculation, which identifies the strengths, weaknesses, threats, and opportunities within your financial household. Based on those findings, we are then able to formulate a strategic forecast with your personal goals in mind, and begin working together to reach those goals. To accomplish these objectives we implement a multi-step process which ensures that our clients' needs are entirely addressed. That process includes the following steps:
- Establishing the client-planner relationship
- Gathering client data and articulate goals and expectations
- Determining the client’s financial condition by analyzing and evaluating general financial status, special needs, insurance and risk management, investments, taxation, employee benefits, retirement planning, and estate planning
- Developing and presenting a financial plan
- Implementing the financial plan
- Monitoring the financial plan
As independent Registered Investment Advisors, the principals at Capstone Wealth Management Group, LLC embrace and uphold a fiduciary standard by putting the best interests of our clients ahead of our own.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
capstonewealth@capstone-wealth.com | (570) 587-7800