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One of the ways we provide value to our clients is through our personalized 4-step process.
Step 1. Consultation - gathering data
The first step in establishing a relationship of trust is getting to know you, your financial situation, and your personal and business goals. Our intention is to translate these goals into customized solutions.
Step 2. Analysis - comparing alternatives
Based on our consultation, we conduct a thorough analysis of your financial solution, leveraging professionals who specialize in law, accounting, and business valuation as needed to assemble and analyze a number of possible approaches. This step also allows us to find solutions that are comprehensive and customized for you.
Step 3. Implementation - offering solutions
After reviewing available options, together we select a strategy that best addresses your specific challenges, budget and opportunities. This consultative approach allows you to take action with confidence.
Step 4. Review - analyzing performance
Our relationship doesn’t end with the implementation of your financial strategy. We will meet continually to monitor your progress and goals in light of changes in the economic environment and recommend adjustments as deemed appropriate. At Capitol Financial Solutions, we pride ourselves on that commitment, and look forward to strengthening our relationship with you.
The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek counsel of such licensed professionals.