We will have a face-to-face interview to discuss your personal philosophy and financial attitudes. We understand that you need to get to know us, and we also want to learn about you. We, like you, are selective in our professional working relationships. We will share with you how some of our clients feel about our services and provide you with the opportunity to talk with them personally. You will be provided with a brief questionnaire to complete prior to our first meeting. This will help us gain an initial understanding of your financial needs and concerns. We will then meet with you to review the questionnaire and discuss your personal and financial information as appropriate. We will then create an investment plan for your review and discussion prior to our working together. We will agree on the structure of your investment portfolio, including the appropriate risk profile to accomplish your investment goals and then begin working together to implement your investment plan.   We look forward to sharing how Capital Strategies can best serve you.