What to Expect
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.
Formal introduction to CapRock, our Process and to book our first appointment.
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.
Complete the Personal Financial Profile which is a deep dive into your goals and objectives, as well as your current situation.
Meet to review prioritize and enact recommended strategies and solutions