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 ensure 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 aim to help you find the best plan for your money and financial goals. We combine the data 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 understand better what it is like to work with us and allows us to demonstrate our expertise.

Working together, we will target different strategies that 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.

Once we have reviewed the plan and gone over any necessary details, we will take action and start your financial journey. Life changes, and so will your goals. We will meet with you periodically to review any changes and assist with any needed updates. If you need assistance, we are just a phone call away.

Ready to get started? Choose the date and time that work best for you.