facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

Process

Let's Work To Align

Your Wealth With Your Aspirations

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. 


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. 

A warm, inviting coffeeshop bar.

Ready To Get Started?

Whether you have questions about our firm or feel prepared to begin, we encourage you to contact us to learn more about how we can help. If you’re a new client, schedule a complimentary consultation in which we’ll discuss your concerns, goals and interests. 

Get In Touch With Us Today