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.
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)
