Get details on how to begin your journey with Capitalex, what to expect in our meetings, and how often we’ll connect to keep your financial plan on track. This section outlines our collaborative approach to financial consulting.
What should I bring to my first meeting?
Please bring any relevant financial documents, such as bank statements, investment accounts, tax returns, or details of existing debt or loans.
How often will we meet for reviews?
The frequency of our meetings depends on your preferences and financial strategy. Generally, we recommend quarterly or semi-annual reviews.
How do I get started with Capitalex?
You can start by scheduling a consultation with our team. We’ll discuss your financial objectives and recommend the best way forward.