Main Content

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.

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


Recent Blog Articles

Tracking GDP with our Business Cycle Indicator

Changes in the growth rate of the US economy have huge implications on financial markets. Since many investors’ financial well-being is tied to financial markets, through retirement savings and investment accounts, they are impacted by these changes as well. We look at how our Business Cycle Indicator (BCI) tracks the growth rate of the US […]

Los Angeles Real Estate or Stock Market

Interest in real estate investing around Los Angeles has reach a curiously high level recently. This is not a new phenomenon, but it seems to be getting feverish. It is not without good reason. Real estate investments carry certain benefits that are hard to match, but in the end, is the juice worth the squeeze? […]

New Data Suggests Economic Cycle to Continue

Last week, the Department of Labor announced that 196,000 people filed for unemployment insurance. While unfortunate for those people, it was the lowest weekly number since the late 1960’s. This is a positive sign for the economic cycle and for investors. At the peak of the financial crisis, the weekly number of people filing for […]