Our Process

Discovering Your Why…

Over the course of our relationship with clients, we ask hundreds of questions. Yet, time and again, the single most important response we receive answers the simplest of inquiries: Why?

Your why is the root of everything you do, from the career you choose and the friends you keep to the causes you advocate and the beliefs you hold. It is the reason you get out of bed in the morning and the catalyst behind all of your actions. Whereas your circumstances may change or evolve, it will continually play a key role in defining your success.

Capstone Wealth Management’s approach starts with uncovering your why. The information we gather in our initial meetings aids us in identifying the passions behind your purpose and the leadership you’ll need from our team. Once we have clarity, we can assess your opportunities and obstacles, applying our knowledge to the financial pieces of your life so you can concentrate on the bigger picture.

…Determines Our How

After the discovery phase, we dive deeper into our comprehensive process. Using out-of-the-box thinking, our experts challenge the status quo and search for customized strategies that have the potential to take you from where you are to where you want to go. We then present you with our recommendations going forward and discuss the scope of our services.

Together, we’ll commit to a partnership and begin to implement an easy-to-understand, globally diversified portfolio that corresponds with your why. The resulting financial plan endeavors to maintain your sense of ownership while Capstone delivers pointed advice, open communication, and ongoing direction in the form of regular reviews and progress updates.