Taking Each Financial Step
One at a Time
At Coffeehouse Capital, our goal is to learn more about you. We currently work to provide ongoing fiduciary financial advice and investment management but are also open to connecting on a project basis or hourly basis, depending on your needs.
Whether your goals feel complex and require an in-depth plan or you have a fairly simple concern to address, we’ll explore what you’re looking for and how we can collaboratively help you succeed.
Offering a full range of financial planning and wealth management
services to:
Successful Individuals
Growing Families
Small Businesses
So, Why Coffeehouse Capital?
Experienced
With an array of financial planning credentials and affiliations.
Driven by Process
Utilizing a straightforward and transparent approach.
Focused on the Details
Ensuring that the nuances of your finances are addressed.
From Pre-Retirees to Retirees...
Coffeehouse Capital is your virtual hub where meaningful financial planning begins with a friendly conversation. Whether you're aiming for a serene retirement, planning to leave a meaningful legacy, or seeking financial peace of mind, we're here to guide you, one virtual meeting at a time. Grab your favorite cup of coffee and let’s connect to discuss the paths to your financial goals.
Our Planning Process
Step 1:
Discovery Meeting
We will start by getting to know you and learning a bit more about your initial goals, objectives and needs. During this time we’ll also address your questions about our firm and the scope of the services we provide.
Step 2:
Gather Data & Set Goals
Next, we will take a closer look at identifying your values and financial goals. By understanding what is important to you, we can develop a clear roadmap of how to get there.
Step 3:
Present Recommendations
Based on your personal values and goals, we’ll present our recommendations on how to best move forward, in addition to any changes that might need to be implemented to help you achieve financial success.
Step 4:
Review & Implement
If you feel that these steps work for you and your lifestyle, we will move forward with implementing them into your current circumstances. Additionally, we’ll schedule periodic review sessions to address any areas of concern you may still have.
Step 5:
Monitor & Adjust
Over time, we will monitor your plan to ensure it continues to perform as you intend. And, as life changes, we will make adjustments accordingly.
Similar to a Coffeehouse,
Your Finances Should Feel Inviting
Together, we’ll develop a greater understanding of how to give meaning to your wealth.