The Process to Get Started
First step is complimentary 15 minute phone call with one of the PCM team
This will give us both a chance to evaluate each other to see if we might be a good fit for your financial needs. If we are not a good fit, we can recommend others who might be.
There is no obligation or cost!
Next step is a 1 hour meeting
to put a full financial picture together, starting with your goals. We ask that you bring in all relevant financial documents to this meeting.
Download our Get Started PackageWe run the numbers!
We will put together our PCM Master Plan that will include: income generation, tax optimization, estate planning, and asset protection.
Final in person 1 hour-1.5 hour meeting.
We will show your Personalized Path to Financial Freedom that will include the step-by-step process in laymen’s terms how to get there.
Think about it and decide if we’re a good fit!
If you do decide to work with Payne Capital, we are a fee-based financial firm and charge a percentage of assets under management.
The Process to Get Started
1. SCHEDULE A CALL
First step is complimentary 15 minute phone call with one of the PCM team
This will give us both a chance to evaluate eachother to see if we might be a good fit for your financial needs. If we are not a good fit, we can recommend others who might be.
There is no obligation or cost!
2. IN PERSON MEETING
Next step is a 1 hour meeting
to put a full financial picture together, staring with your goals. We ask that you bring in all relevant financial documents to this meeting.
3. WE RUN THE NUMBERS
We run the numbers!
We will put together our PCM Master Plan that will include: income generation, tax optimization, estate planning and asset protection
4. LET'S REVIEW
Final in person 1 hour-1.5 hour meeting.
We will show your personalized path to financial freedom that will include step by step process in laymen’s terms how to get there.
5. YOU DECIDE
Think about it and decide if we’re a good fit!
If you do decide to work with Payne Capital, we are a fee-based financial firm and charge a percentage of assets under management
Am I a good fit?
We do our best work with:
Professionals with an annual household income of at least $250,000
Individual or households who have investment assets of $1,000,000 or more
Schedule your call
If you’re ready to get started – the first step is a 15-minute phone call with us:
