What’s Next?
Schedule a Free Consultation ➔
Gain clarity about your financial situation, talk through your goals, and get a second opinion from a fiduciary advisor who puts your interests first.
You’ll also learn more about New Capital — who we are, how we work, and what a values-aligned advisory relationship can look like.
Whether you’re feeling uncertain about your current strategy or simply exploring your options, we’re here to help.
There’s no pressure, no sales pitch — just a thoughtful conversation about where you are and what your next steps might be.
…What Happens Next?
Next, we’ll guide you through our
Financial Foundation Series
A personalized and collaborative process delivered across three meetings to help you move forward with clarity.
DISCOVERY
The Discovery meeting is the first step in your Financial Foundation Series. This is a thoughtful, open conversation focused entirely on you—your background, values, goals, and the challenges or opportunities you may be navigating. It’s a chance to reflect, be heard, and lay the foundation for a planning process that’s built around your life.
We take the time to understand not just your finances, but the personal context that shapes your decisions. Whether you’re feeling confident, overwhelmed, or just ready for a fresh start, this meeting is about building trust and clarity—together.
After this meeting, we’ll begin preparing for your Financial Planning session and will request supporting documents to help us build an accurate, personalized plan.
FINANCIAL PLANNING
The Financial Planning meeting is the second step in your Financial Foundation Series. In this collaborative session, you’ll work with our advisors (who hold the Certified Financial Planner™ and Chartered Financial Analyst certifications) to build a personalized plan that reflects your goals, values, and financial responsibilities.
We’ll use advanced planning software to help assess your current path, explore potential scenarios, and calculate the probability of reaching your long-term goals. Along the way, we’ll identify key risks and opportunities, clarify your options, and begin shaping a plan you can feel confident about.
This meeting is designed to bring structure, insight, and momentum to your financial life—so you can make informed decisions with greater clarity.
INVESTMENTS
The Investments meeting is the third step in your Financial Foundation Series. In this session, we introduce the core principles of New Capital’s investment philosophy through a brief educational presentation: Investments 101.
This overview offers a clear explanation of modern investment theory, portfolio construction, and how we approach managing assets with care, discipline, and long-term perspective. It’s designed to help you better understand how we think about investing—and how that thinking might apply to your financial future.
We’ll also talk through Next Steps, giving you the space and information you need to decide whether an ongoing advisory relationship with New Capital is the right fit for you.