Our Process
Depending on what stage of the financial life cycle you are in, We can help you design investment strategies properly aligned with your unique risk fingerprint. Regardless of your objectives, we can quantitatively pinpoint your risk level, and engineer investment strategies to match.
INTRO TO BLUE CAPITAL
During this meeting, you will get a broad overview of how we do business and the type of experience you can expect at Blue Capital. We will also spend some time setting expectations on both sides of the table.
INFORMATION GATHERING
Once the comprehensive client profile is completed, we will spend some time discussing every detail on the questionnaire. This gives us the information necessary to run a current analysis on your financial situation.
BLUE CAPITAL PLANNING CHECKLIST
We will then create the Blue Capital Planning Checklist. This simple checklist creates the infrastructure for our future relationship, establishing a guide of planning items that need to be completed.
RECOMMENDATION & IMPLeMENTATION
We will begin to develop recommendations for each part of your financial plan. Once we review and confirm the recommendations with you, we will begin implementation.
MAINTENANCE & ADJUSTMENT
We will now establish our maintenance review schedule, monitoring the progress to ensure you are on track with your financial goals. As time goes on, we will recommend adjustments as needed to ensure we are moving forward in the right direction.