Critical Financial Events
Caprock Wealth Advisors provides integrated wealth planning to clients who value guidance, in a caring environment with an insightful voice. By providing clarity, our clients feel confident about their future through a process we call The Capstone FORMula.
We use a concept called Critical Financial Events seeking to ensure your financial plan does not grow stale. Critical Financial Events are anything and everything that pertains to and affects your finances, either now, or in the future. They are sometimes predictable and planned but our experience is that they are more often random. One thing we do know is that they can have a profound impact on peoples' lives.
Your life will have its own pattern of Critical Financial Events. You will be much happier throughout your life and have greater confidence if you have planned for the different possible events that can occur.