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 advice and investment management but are also open to connecting on a project 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
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.
From Technology to Medical Professionals...
It all starts with a conversation. We work best with those passionate about their lives and the details involved.
So, Why Coffeehouse Capital?
Experienced
With an array of financial planning credentials and affiliations.
Fee-Only
Requiring no asset management minimum and no commissions
Focused on the Details
Ensuring that the nuances of your finances are addressed.
Similar to a Coffeehouse,
Your Finances Should Feel Inviting
Together, we’ll develop a greater understanding of how to give meaning to your wealth.