The Introductory stage is a no-cost opportunity to begin a conversation with New Capital. In this phase, we’ll learn more about you—your goals, values, concerns, and what brought you to this point—and give you a clear sense of who we are, how we work, and what you can expect from a relationship with our firm. It’s a chance to ask questions, explore fit, and see if our approach aligns with your needs.

There’s no obligation to continue beyond this stage. But if the connection feels right, we’ll invite you to move forward with our Financial Foundations Series, a structured next step designed to deliver clarity, insight, and confidence around your financial life.