what to expect

A Clear Path to Your Financial Future
Taking the first step in your financial planning journey can feel overwhelming, but at CAP Northwest, we make it simple, transparent, and focused on you. From our initial conversation to ongoing collaboration, we’re here to guide you every step of the way.
Here’s what you can expect when you choose to work with us:

on the discovery call
Let’s Get to Know Each Other
Our journey begins with a friendly, no-obligation call where we’ll:
- Learn about your financial goals, concerns, and priorities.
- Share more about CAP Northwest’s approach and how we can support you.
- Answer any questions you have about working together.
This is an opportunity for both of us to see if we’re a good fit—no pressure, just conversation.

At Your First Meeting
Diving Deeper into Your Financial Picture
In our first meeting, we’ll take a closer look at your current financial situation and start building the foundation of your plan. Here’s what you can expect:- A detailed conversation about your financial history, goals, and vision for the future.
- An opportunity to share any specific concerns or milestones you’re planning for.
- A clear explanation of how we’ll structure your financial plan and work together moving forward.
This meeting is all about clarity and setting the stage for success.

if you want to work together
Moving Forward
Once we’ve decided to move forward together, we’ll begin laying the foundation for your personalized financial strategy. Here’s what happens next:- Proposal Acceptance: You’ll review and approve a detailed financial plan tailored to your goals and priorities.
- Sign Paperwork: We’ll guide you through the necessary agreements to formalize our partnership.
- Money Movement Notice: You’ll receive clear communication about any account transfers or adjustments as we align your investments with your plan.
- Plan Implementation: Our team will begin updating your investments and putting your strategy into motion.

When You Work with Us
A Partnership Built on Trust and Communication
Once we begin working together, you’ll experience ongoing support, regular check-ins, and a team committed to your success. Here’s what you can count on:- Proactive updates and reviews of your financial plan.
- Clear, jargon-free communication every step of the way.
- Access to tools, resources, and a team ready to answer your questions.
