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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

Query Capital is currently accepting new clients for our next Planning Cycle! Book an intro chat to learn more. 

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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 & Gabe · Free of Charge

Intro Chats held through July 31st (Summer Cycle)

Initial Financial Plan

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

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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 August (Upcoming Cycle)

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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 August 27th, 28th, or 29th (Upcoming Cycle)

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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 September 3rd, 4th, or 5th (Upcoming Cycle)

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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 September 10th, 11th, or 12th (Upcoming Cycle)

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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 September 17th, 18th, or 19th (Upcoming Cycle)

Ongoing Advisory Relationship

A long-term relationship for mission-critical financial decisions

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Transition Period

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

The month of October (Upcoming Cycle)

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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: December, April, August

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