Focused Capital Investment

Linkedin-in
logo of focused capital investment llc
Menu

Financial Planning Process

Our basic engagement process is three steps, but we tailor this to your needs. Some clients want to hit the ground running during the first meeting, while others will feel more comfortable with three or even four meetings.

Initial Call

Ready to navigate the financial markets with confidence? Our complimentary initial call is your first step towards a personalized investment strategy.

The initial call is a brief introduction to establish rapport and determine if there’s a potential fit. Clients share their basic financial goals and concerns, while the we outlines our services and process.

Together, we’ll assess how our expertise can help you achieve your long-term financial vision. Schedule your free call today and take control of your financial future.
Woman making a phone call with mobile in professional setting
Executive explaining financial process to a couple with laptop on white table

Discovery Meeting

Now that we’ve established a fit, we move forward by getting to know your situation in detail.

This in-depth conversation explores your financial situation, goals, risk tolerance, and time horizon. The advisor gathers comprehensive financial information to develop a tailored plan.

Services and
Solutions Meeting

After your advisor has analyzed your situation and applied best planning practices to your situation, we are ready to present the results.

The advisor presents a personalized financial plan, outlining recommended strategies, products, and services to achieve your goals. Fees and the advisor’s role are clarified.

The end result is a personalized Investment Policy Statement (IPS) that will guide the management of your plan.

Professional team applauding and smiling around a long conference table
Businesswoman presenting ideas to colleagues seated around table

Q&A Meeting

FCI’s goal is to help you feel at ease with your financial plan. So, we are always available before, during, and after our formal engagement to answer any questions you might have about your financial life.