WE LISTEN
Our first job is to listen and get to know you so we can fully understand what you want your money to do for you. We start with an initial discovery call to make sure that Mitchell Capital is a good fit and to learn about you. As we move forward, we will build and present the first draft of a financial plan tailored to match your goals. Because a plan is unique to your situation; it can range from simple to complete, and no two will look alike.
WE LISTEN
Our first job is to listen, to get to know you, to understand what you want your money to do for you.
WE COLLABORATE
Our goal is to help you find the best plan for your money and financial goals. We combine the data that we learn about your financial life during our first meeting, and from there create a customized plan with ideas for you to consider. This step allows you to better understand what it is like to work with us and allows us to demonstrate our expertise.
WE COLLABORATE
You will share information about your financial life. Combining that data with what we know about you from our first meeting, we will create a customized plan with ideas to consider.
WE STRATEGIZE
Working together, we will target different strategies that we believe offer you the best chance to reach your goals. We will review your financial plan and investment options, fully explain our approach and methods, review our client agreement, and answer any questions you have. Helping you gain valuable insights into your finances is one of our top priorities.
WE STRATEGIZE
Working together we target ideas that offer you the best chance to reach your goals.
WE IMPLEMENT
Once we have reviewed the plan and gone over any necessary details, we take action and start your financial journey. Life changes, and so will your goals. We will meet with you periodically to go over any changes and assist with any needed updates. If you need assistance, we are just a phone call away.
WE IMPLEMENT
We put the plan into action and start your journey together.