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Our Process


Step One: Getting to Know You

Your journey starts with where you are today. We take the time to understand who you are, and where you’d like to go.


Step Two: Crunching The Numbers

We take our understanding of where you are, and evaluate the possible paths to get you to where you want to be.


Step Three: Action Item Plan Presentation

We provide an ongoing step-by-step roadmap that guides our clients to financial independence and success.

Why Prepared Capital?

We have spent 30+ years at large investment firms. We created our process to better address the needs of investors, improve the client experience, and overall results.

  • We Take the Time to Truly Understand You

  • Process-Driven Approach to Planning & Investments

  • Proprietary Research Designed to Avoid Recessions

  • We Provide Advice, Not Products

  • Your “Go-To” Source for All Your Personal Financial Questions

  • We Are Fiduciaries – Your Interests First, Always

Your First Step in Building Wealth