Good financial decisions are not made in a vacuum.
The professionals at Capelli Financial Services will engage in a Financial Planning Discovery Process to identify the actions that can increase your confidence in securely meeting your goals.
Our process always begins with identifying where you stand now. The first step is to assess the impact of your current course of action without changes. With that understanding, you can make decisions about individual and in interrelated actions that have potential to improve your financial wellbeing and ability to meet your goals.
We examine, relative to your short and long term goals:
- Cash flow issues
- Investment strategies
- Tax minimization
- Risk management
- Estate planning
In our first year of working together, we complete the initial Discovery Process and much or all of the implementation process. Our counsel is practical and clear.
We charge a very reasonable flat fee for the initial year’s Discovery Process.
This approach to financial planning persists throughout the years with reviews at least annually. We continue to assess where you are at the time and to identify actions that can enhance your security and/or potentially improve results.
We want you to have the peace of mind that comes from knowing you have made good decisions.
Contact a financial planner at Capelli Financial Services to see if our services are right for you.