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Our Process

“A 1000-mile journey begins with a single step.”

    Our planning process is designed to engage your most pressing personal financial concerns.

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.

How Much Do I Need to Retire? – A Simple Guide

  1. Learn how to estimate how much you will need
  2. Worksheet to help you calculate your number
  3. Success rates of various withdrawal rates and time periods

Why Prepared Capital?

We have spent 30+ years at the top investment firms in the country. Our planning and investment processes were built to better address the needs of investors, improve the client experience, and overall results.

  • We help you reach your financial goals

  • 30+ years of experience in financial planning, markets, and investments

  • We maximize your returns through our innovative investment process

  • Guidance to help you minimize taxes

  • Proprietary Research Designed to Anticipate Recessions

  • We Take the Time to Truly Understand You, Providing Advice, Not Products

  • We Are Fiduciaries – Your Interests Come First, Always

Your First Step in Building Wealth


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