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
Query Capital is temporarily at capacity for new introductory chats. Please submit an intake form and we will contact you soon!
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
Plan Prep Meeting held in February (for Winter 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 & Gabe · Included in Initial Plan
Goals Meeting held March 3rd, 4th, 5th, or 6th (for Winter 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 & Gabe · Included in Initial Plan
Budget Meeting is March 10th, 11th, 12th, or 13th (for Winter 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 Landon & Gabe · Included in Initial Plan
Investment Meeting March 17th, 18th, 19th, or 20th (for Winter 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 & Gabe · Included in Initial Plan
Action Plan Meeting March 24th, 25th, 26th, or 27th (for Winter Cycle)
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
The month of April (for Winter Cycle)
Ongoing Advisory Relationship
A long-term relationship for mission-critical financial decisions
