“Under conditions of complexity, not only are checklists a help, they are required for success.”
― Atul Gawande, M.D., The Checklist Manifesto: How to Get Things Right
CapWealth’s Standard of Care Program is a multi-step, comprehensive process that provides a blueprint for working towards financial goals and addressing key issues and opportunities. Life events — those anticipated and unanticipated — lead to transitions that impact finances and family priorities. Plus, a bewildering tax code and volatile capital markets only increase complexity. Our Standard of Care Program uses checklists and the support of other professionals to provide you with coordinated and consistent advice.
Our Standard of Care Program begins with a conversation with you — discerning your financial goals, personal aspirations, priorities, and values. We then compile a net worth statement showing your assets and liabilities. Next, we “huddle” to uncover the key issues in your financial plan, frame the implications for each, and provide a series of recommendations.