Discovery is when we get to know each other, so that both parties can determine if we may be a good, long-term fit. We’ll ask you about your current financial situation, as well as your near- and long-term financial goals. This first meeting is also a great opportunity for you to ask us any questions you may have about what it’s like to work with Q Capital Solutions, including what you can expect from us as a client.
Should you decide to be a client of Q Capital Solutions, we would enter the design phase.
During the Design phase, we take a more in-depth look at your current financial situation relative to your objectives and goals. From there, we can develop and recommend strategies and solutions to help you achieve them efficiently. And since this is a two-sided conversation, we actively listen to your feedback to ensure both parties are in alignment before moving onto Implementation.
Once you’re ready to move forward with our recommendations, the next step is to put them into action. Depending on the solutions we recommend, either Q Capital Solutions or a trusted third-party expert will oversee implementation.
As active portfolio managers, our role doesn’t end once we invest your assets. Rather, we continually review your account and opportunistically adjust your investment mix based on careful fundamental and technical analysis. Our team takes great care to trade intentionally and efficiently, seeking to capitalize on opportunities that have the potential to improve returns without taking on undue risk.
Whether you are building wealth, are comfortably in retirement, or have unique financial planning needs, our consultative process can help you find the personalized solutions you need to achieve your goals and sleep easy at night.
Click here to schedule a complimentary meeting and find out if we are a good fit.
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