Your relationship with New Capital begins with financial planning, the critical process in which we get acquainted and develop a working relationship, establish your financial details, and then, working together, develop a set of financial “blueprints” that include plans of action and investments.
One of the key results of our financial planning process is a probability of success measure that will help predict how well your current financial picture will stand up to the needs of your future. While this measure in itself is important, even more important is the work we do and decisions we take together in order to strengthen your probability of success measure so that you can confidently go forward.
Financial planning and advisory is a collaborative effort centered around meetings between an advisor and a client. Here we detail New Capital’s meeting process for local, out of town, and video conference clients.
Our work together begins with an extensive free-flowing discussion about your financial goals, details, history, and more.
We present a detailed analysis of your current portfolio, an overview of best practices and theories in investment management, and discuss potential changes to your investments.
We discuss our investment trading proposal, your other service professionals (CPA, estate attorney, etc.), technology training, and any other open items.
Each year, we meet to discuss the changes in your life and financial picture, your investments, and to update your financial plan. This meeting offers us the chance to make any mutually agreeable changes to your plan elements.