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What to Expect at Query Capital

The trajectory from introduction to initial plan through to the ongoing advisory relationship 

Meetings are conveniently held over Zoom

We are currently accepting new clients for our Fall Planning Cycle! Book an intro chat to learn more. 


Introductory Chat

We start with an introductory chat to learn about each other and see if we're a fit. If yes, we schedule next meetings and send paperwork. 

30-60 Min · With Landon · Free of Charge

Intro Chat held in September (Fall Cycle)

Initial Financial Plan

A deep review of your finances and a plan for your future


Plan Prep Meeting

We meet to help you organize your financial life and feed the most accurate information into the plan. 

60 Min · With Jesse · Included in Initial Plan

Plan Prep Meeting held in September (Fall Cycle)


Goals Meeting

We meet to discuss your true life and financial goals, so that we can orient your plan around them. 

60 Min · With Landon · Included in Initial Plan

Goals Meeting held October 3rd, 4th, or 5th (Fall Cycle)


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 · Included in Initial Plan

Budget Meeting is October 10th, 11th, or 12th (Fall Cycle)


Investment Meeting

We meet to discuss investments and how they fit with your financial goals and your personal values.  We also cover managing financial risk.

60 Min · With Jesse · Included in Initial Plan

Investment Meeting October 17th, 18th, or 19th (Fall Cycle)


Action Plan 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 · With Landon · Included in Initial Plan

Action Plan Meeting October 24th, 25th, or 26th (Fall Cycle)

Ongoing Advisory Relationship

A long-term relationship for mission-critical financial decisions


Transition Meeting

If you choose an ongoing advisory relationship with us, we now begin implementing strategies from the plan, including investment management.

60 Min · With Landon · Ongoing Advisory Relationship

Transition Meeting November (Fall Cycle)


Three Annual Meetings

As time goes on, we meet three times a year to create space to focus on your financial goals and support your critical decisions. 

60 Min · With Landon · Ongoing Advisory Relationship

Example cadence: November, April, August

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