At JMF Capstone Wealth Management we use a systematic consulting process for uncovering your most important goals, and for designing and implementing appropriate solutions to help you achieve those goals. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a Discovery Meeting focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests.
In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? Your responses to these questions and the information which you share will serve as the basis for an Investment Plan Meeting where we will present you with a “Discovery Profile” which reflects our understanding of what you've shared with us along with a strategy document, including your proposed financial plan.
Based on your input, we will adjust these documents as needed and present them to you at our Mutual Commitment Meeting. At this point we work together to decide whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.