During our initial meeting together, we take time to discuss and understand your finances and your life goals. During your second visit, we will review recommendations for each area of your financial life and show you what other clients similar to you are doing. There is no cost or obligation for these two appointments or the analysis provided. We will recommend a list of next steps and decide if there is a fit to work together.Here is what you can expect from our Pacific Capital team:
- Listening: Your goals and concerns come before any recommendations
- Confidentiality: Absolute privacy is a top priority for our clients
- Integrity: Trust is the foundation of our client relationships
- Expertise: Award-winning team with 50+ years of experience
- Clarity: Clients understand their financial life - no more jargon
- Competitive Pricing: Your cost is competitive and transparent
Your personal financial information is handled with confidentiality and integrity as trust is the center of our business. Whether we choose to work together or not, we respect your privacy. Our service team makes the transfer process very easy for you. After you become a Pacific Capital client, we will schedule our first client review call and give you a service guide for your family. We look forward to working with you.