Advice Only

Client First Capital Solutions:

Advice Only

Client First Capital works with individuals and families to craft a highly customized financial plan with well- defined goals incorporating the knowledge based from both the Chartered Financial Analyst Institution and following the guidelines set up by the Certified Financial Planning Board of Standards.

Financial plans are not static and should be updated to reflect life changes. Through ongoing discussions and reviews with your financial advisor, we will help you navigate the challenges and opportunities that life brings; keeping you on track toward your financial goals and ensuring your financial wellbeing. This is an advice only service model specifically designed for clients that prefer to execute their financial and investment strategies themselves.

Financial planning services include:

  • Retirement Planning
  • Insurance Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning
wealth management
Savvy Wealth Podcast: What to Expect From Your CFP® Professional (35:24)

Our Approach to Fees: We have a transparent fee structure. For financial planning services only, we charge a $5,000 flat fee for the first year. For subsequent years, fees are determined by the number of hours needed, level of complexity, and service needed.

We have three service options to choose from to best suit your needs:

Get In Touch

Contact Details

If you are interested in working with us then please drop us a line, we would love to hear from you.

contact us

Drop Us A Line