Discovery Meeting
In this initial meeting, 1828 Capital seeks to understand your vision, values, and goals. They want to learn about your specific financial concerns and challenges, and how they can best add value to your financial journey.
Investment Strategy Assessment
After your initial meeting, the team will assess your risk tolerance, gather necessary financial documents and statements, analyze your current investments, and start to formulate a customized financial strategy for you.
Investment Strategy Meeting
After completing our investment strategy assessment, the team presents their proposed investment strategy to you and discusses associated fees. This meeting helps ensure you understand and agree with the recommended course of action before implementation.
Implementing the Strategy
After your strategy meeting, 1828 Capital proceeds with implementing the strategy you agreed to. This may involve transferring existing assets, executing trades, and setting up accounts.
A Follow-Up Meeting
Throughout the course of our relationship, we will have a follow-up meetings to review your account statements and online resources, organize paperwork, and establish a schedule for future meetings.
Develop Wealth Management Plan
Concluding the follow-up meeting, the team will work with your other advisors, such as attorneys and CPAs, to develop a comprehensive wealth management plan for you. This plan encompasses various aspects of financial well-being, including retirement planning, education planning, insurance and liability management, business succession planning, charitable giving strategies, and estate planning considerations.
Scheduled Process Review
1828 Capital hosts periodic performance and investment reviews to assess the effectiveness of your plan and can make any necessary adjustments based on changes in your life, objectives, or market conditions.
