What to Expect at Query Capital
The trajectory from introduction to initial plan through to the ongoing advisory relationship
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We are accepting new clients. To get started, please book an introductory chat.
Meetings are conveniently held over Zoom
Introductory Chat
We start with an introductory chat to learn about each other and see if we're a fit. If so, we schedule next meetings and send paperwork.
30-60 Min · With Landon · Free of Charge
Plan Prep Meeting
We meet to help you organize your financial life and feed the most accurate information into the plan.
60 Min · Initial Plan Phase
Goals Meeting
We meet to discuss your true life and financial goals, so that we can orient your plan around them.
60 Min · Initial Plan Phase
Budget Meeting
We meet to crunch numbers on your earning and spending. This meeting lays the groundwork for how goals are reached.
60 Min · With Landon & Gabe · Initial Plan Phase
Investment Meeting
We meet to discuss investments and how they fit with your financial goals and your personal values.
60 Min · Initial Plan Phase
Recommendations Meeting
With the conclusions from the plan, we discuss how to take action and make change. We'll also review your written financial plan.
60 Min · Initial Plan Phase
Question/Transition Period
During this period, you begin to implement recommendations from the financial plan.
We now begin implementing strategies from the plan together, including investment management.
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Initial Plan Phase
Ongoing Advisory Relationship
A long-term relationship for mission-critical financial decisions
Semi-Annual Review Meetings
As time goes on, we meet regularly to create space to focus on your financial goals and support your critical decisions.
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In addition to review meetings, we keep in touch over email and hop on to discuss issues as needed.
60 Min · Ongoing Planning
Additional Float Meetings
Client-initiated meetings to discuss topics that arise for you.
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​In addition to meetings, we keep in touch over email.