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 · With Gabe · Included in Initial Plan
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 & Gabe · Included in Initial Plan
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 · Included in Initial Plan
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 Landon & Gabe · Included in Initial Plan
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 · With Landon & Gabe · Included in Initial Plan
Question/Transition Period
During this period, you begin to implement recommendations from the financial plan. For clients who will DIY, this is the time to launch while you still have the support of our team.
If you choose an ongoing advisory relationship with us, we now begin implementing strategies from the plan together, including investment management.
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Included in Initial Plan
Ongoing Advisory Relationship
A long-term relationship for mission-critical financial decisions
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 & Gabe · Ongoing Advisory Relationship
Example cadence: August, December, April