We have designed a process to help you make informed and educated decisions about working together.
Learning our process will give you the knowledge to evaluate us and other firms you might be considering.
We believe that access to a financial planner does not have to be expensive. Everything starts with a plan. We have designed our services around your lifestyle and complexity:
- Investment management
- Retirement planning
- Cash flow management
- Developing personal financial statements
- Education funding strategies
- Insurance planning
- Income tax planning
- Estate planning
What Happens Next?
There is no cost or obligation for this process. We want you to know exactly how
we can help before you pay us a single dollar.
You will finish this process knowing exactly where you stand in
the three key areas of financial planning and how to improve.
The very first step is a complimentary 15-minute phone call with our team.
Step 1: Discovery
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. We want to make sure that our services meet your desired outcomes.
If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
Step 2: Meeting (In Person or Virtual)
The next step is a visit in person or virtually via video chat. During this one-hour meeting, we will get crystal clear on your financial goals, needs, and concerns.
Before this meeting, we will request a few important documents. This data will allow us to determine your strengths and opportunities and provide clarity to the Big-Three questions.
Step 3: Create
Sit back and relax. This is where we will do all the work for you.
We will apply our specialized knowledge, decades of Nobel-prize winning research, and thousands of hours of training to answer the Big Three questions for you:
- Are you on track to reach your long-term goals (e.g. retirement, or financial independence)?
- Are you paying too much in taxes?
- How can your investments be improved?
Step 4: Deliver Plan (Second Meeting)
Getting answers to your questions.
With the analysis complete, we will have a second meeting to review the results. In plain English, we will provide you with your strengths, opportunities, and challenges and explain exactly what you need to do to reach your financial goals. We will also answer the three critical questions we asked during our analysis.
At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think about it.
Step 5: Think About It
We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.
To help you make a smart decision, answer these questions:
- Do I like, trust, and respect the CoreTegic Capital Wealth Management team?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment approach?
- Do their financial planning recommendations make sense?
We will follow-up within a few days to determine how you would like to move forward.
If you decide that we aren’t a good fit to work together, we will not take it personally. In fact, we will wish you the best and help you find someone who might be a better fit. There is never a hard-sell or pressure to say yes.
Step 6: Working Together (Implement and Ongoing Unlimited Access)
We are truly honored to be working with you. Before the fun begins, we will regroup (via phone or in-person) to answer any outstanding questions and set expectations for the new client process. You will then have unlimited access to our firm. Any question you may have, at any time, we work for you.
Still Have Questions? Keep Reading!
How Is CoreTegic Capital Wealth Management Different?
There are three really important things about our firm that separate us from other financial planners.
- Why we put the financial plan first
- We use state of the art technology to provide a better service to our clients
- We are fiduciary financial advisors – we don’t accept commissions, ever – we are fee only, and we sit on the same side of the table as our clients.
Why Should You Hire CoreTegic Capital Wealth Management?
Great question. But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place.
Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like reducing taxes, cutting unnecessary fees, and building a world-class investment portfolio, keep reading.
We are a team of highly qualified, award-winning CERTIFIED FINANCIAL PLANNER™ professionals.
Financial planning is not just a job for us. We eat, live, and breathe this stuff. We spend our free time educating ourselves and finding the best solutions for our clients because we truly love what we do.
You should consider hiring CoreTegic Capital Wealth Management if you want to:
Determine, once and for all, if you are on track to reach your financial goals.
Adopt an investment plan proven by academia to improve expected returns.
Implement tax strategies that will reduce your tax bill.
Optimize your insurance policies to protect your family and save you money.
How Do I Know If I’m a Good Fit?
If this sounds like you, we want to help!
You are a successful professional with a healthy six or seven-figure income. You’re saving and investing money but
you know you can be doing more to reduce taxes, optimize investments, and create a work optional plan in retirement.
You are gearing up for retirement or currently retired and want a plan to make sure you don’t run out of money.
You are a veteran transitioning from active duty to civilian status and you want to make sure that you’re set up for the “civilian” world.
How Do You Make Money?
Depending on your needs and scope of work, we offer two types of services:
% of Investments
Appropriate for clients with $500,000+. We manage your Nobel-Laurette designed investment portfolio, coordinate money-saving tax strategies, maximize your insurance policies, and keep you on track to reach your financial goals. We aim to deliver value that is worth multiples beyond the fee you are paying us.
*Our minimum annual fee is $4,000
A great option for successful professionals who are building wealth in an employer-sponsored retirement plan. Our minimum annual fee is based on the scope of work and is paid quarterly. The best part is, there is no minimum investment amount required! See, we told you that we are different!
Start With A 15 Minute Call With Us. Schedule Your Appointment Here:
Access Your Financial Dashboard – anytime, anywhere!
Organize your life with your own digital wealth management portal. Stay connected to your finances – in real time.
- Vault Access