Discover Your Goals

The first step in working with an adviser from the Capital Company is to understand your existing assets and goals.

Clients have varying degrees of complexity and assets.  We tailor the strategies and services to meet the needs of the client.

Many firms distribute financial products and focus their offering on sales. These relationships do not align the interest of the clients with those of the firm, and often result in a less than tenable relationship.

Here at the Capital Company, we provide the most suitable advice and solutions, based on a deep knowledge of a client’s needs and circumstances.  We provide a clear outline of proposed next steps, fees and charges, to ensure we have a fully transparent relationship.

That’s why we term our first meeting a “Discovery Session” as this enables all parties to better understand the needs and potential solutions, as well as the financial agreement being entered.