Schedule a 15-Minute Phone Call

CLICK TO SCHEDULE NOW
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 Package

We 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 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 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!

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 $500,000 or more

Schedule your call

If you’re ready to get started – the first step is 15 minute phone call with a PCM Advisor: