Here’s How We’ll Make Progress Towards Improving Your Financial Well-Being
Whether you’re located in the heart of Seattle or along the Puget Sound, we offer every interested client a complimentary preliminary discussion. During this time, we’ll get to know each other more as we work to understand your current financial standing and future goals. In addition, we’ll outline what we can do in conjunction with our professional partners to best optimize the outcome of your financial strategy.
Long Term Capital Management’s Process
01.
Discovery Meeting
We’ll get to understand your total financial picture through fact-finding and goal identification.
02.
Recommendations
After we’ve strategized with our team, and in most cases your tax and estate professional partners, we’ll deliver our recommendations.
03.
Implementation
Once you’re comfortable with the solutions we’ve presented, we’ll put the strategies into motion.
04.
Ongoing Understanding
We’ll continuously monitor and adjust your strategies to accommodate market changes and ensure your finances remain on track.