Our goal is to create confidence at every stage of the planning process. One way we do that is to be transparent in where we are in the process.

Step 1 |

Introduction Call

Formal introduction to CapRock, our Process and to book our first appointment.

Step 2 |

FIT Meeting

We use our FIT process to ensure we are building a foundation for a long-term relationship, we can both be comfortable with, based on a full understanding of each other.

Step 3 |

Discovery Meeting

Complete the Personal Financial Profile which is a deep dive into your goals and objectives, as well as your current situation.

Step 4 |

Planning Review and Implementation Meeting

Meet to review prioritize and enact recommended strategies and solutions

Step 5 |

Personal Financial Organizer Meeting

We use our FIT process to ensure we are building a foundation for a long-term relationship, we can both be comfortable with, based on a full understanding of each other.

Step 6 |

Ongoing Strategic and Tactical Meetings

Complete the Personal Financial Profile which is a deep dive into your goals and objectives, as well as your current situation.

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