Become A Client

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Become a ClientBefore our initial meeting, we provide a first appointment checklist of what to expect and how you can prepare for our introduction, so we can be respectful of your time and work efficiently.  At our first meeting, we gather information through our client discovery process and develop a list of your primary financial objectives.  This first meeting typically lasts 45-60 minutes.  We then look to meet one week later, and after going through a thorough and thoughtful analysis, will deliver a custom tailored professional recommendation.  Included will be an assessment of the strengths and weaknesses of your current financial plan.  There is no cost or obligation for these two engagements or the analysis provided.  We will recommend a list of next steps, and decide if there is an opportunity to work together.

Here is what you can expect from Pacific Capital:

 

  • Listening First: Recommendations are only made after we completely understand your goals and concerns
  • Confidentiality: We understand how important absolute privacy is to our clients
  • Integrity: Trust and uncompromising integrity are the foundation of our client relationships
  • Expertise: Our clients benefit from a dedicated team of professionals drawing from the top resources in the industry
  • Clarity: Pacific Capital clients understand how their wealth strategies relate directly to their goals and concerns
  • Competitive Pricing: The cost for our wealth management services are very competitive within the industry

Your personal financial information is handled with the utmost confidentiality and integrity.  Our client relationships and retention depend completely on trust and privacy.  Whether we choose to work together or not, we respect your privacy and appreciate the opportunity to earn your business.  After you become a client, we will schedule our first review call and client review appointment and give you the service guide for your family.  Please refer to the “Client Experience” summary on our website to learn more about our service.