Our Process

The initial consultation is all about getting to know each other. You will meet with our advisors to learn more about Family capital Management and our process. Together, we will discuss and begin to map out your financial goals based upon your values, aspirations, and any challenges or concerns you may have. Following your initial consultation, our team will conduct a complete review and analysis of the information you provided to construct a comprehensive financial plan and portfolio that aligns with your values, goals, and objectives. Once completed, we will schedule a meeting with you to review and discuss these recommendations.

Used as an interactive platform to review, discuss, and refine the recommended financial plan and portfolio structure developed in the initial planning phase, this step of our dynamic process ensures a mutually comprehensive understanding of your unique financial situation, while establishing a clear path of implementation for attaining your short and long-term financial goals.

If you decide to move forward with Family Capital Management, our team will begin the onboarding process with you by completing new client paperwork, opening new accounts, transferring existing assets, and initiating any other processes necessary to fully implement your financial plan and investment strategy; working diligently to substantiate a streamlined transition focused on minimizing any implications to your time.

We make a recommendation for the number of times we'd like to meet with you throughout the year based upon your individual needs, preferences, and complexities of your financial situation. Knowing that life brings unexpected challenges (and blessings) that may impact your financial plan, risk tolerance, and overall objectives throughout the year, our team is always available to address any questions, concerns or life changes that arise.