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Our Process Is Centered on You and Your Vision

You’ve Worked Hard for Your Money

And through our process, we help you conserve it through tax-efficient strategies and a plan aligned with your goals. In assuming responsibility for protecting and stewarding your wealth, we believe in remaining accessible to our clients at every stage of our partnership. We don’t think it should be difficult to get in touch with your advisor, and we value close relationships with our clients which we build together over time. So when you have a question or something is on your mind, you will never be directed to a call center. Whether speaking on the phone or meeting you at your home, you have a direct line of access to us, always.

How It Works

Discovery Interview Newbury Park, CA DaVinci Capital Partners

Discovery Interview

In our first official meeting together, we strive to understand your unique needs, circumstances and goals.

Gather Data Newbury Park, CA DaVinci Capital Partners

Gather Data

At this stage, we’ll gather your pertinent data so that we can develop a plan personalized to your specific situation.

Analyze and Develop Newbury Park, CA DaVinci Capital Partners

Analyze and Develop

Using the data gathered, we will analyze your current financial picture and develop a comprehensive solution.

Plan Delivery Newbury Park, CA DaVinci Capital Partners

Plan Delivery

Together, we’ll review your financial plan and recommend strategies, including but not limited to your current asset allocation, retirement plans, insurance, social security, income and debt.

Plan Implementation Newbury Park, CA DaVinci Capital Partners

Plan Implementation

At this point, we’ll implement the financial plan at a pace that is comfortable for each client. For each part of your plan, we’ll set realistic goals and monitor the progress.

Monitor and Update Newbury Park, CA DaVinci Capital Partners

Monitor & Update

Financial planning isn’t a static process, so we will meet and make adjustments and updates depending on how you’re progressing on an ongoing basis.

Explore a Relationship with Us

If you’re looking for a personal advisor and would like to simplify the role that money management plays in your life, get in touch with us.

Contact Us

Schedule an Appointment