Your Financial Journey Starts Here
3 Powerful Tools to Help You Assess & Accelerate Your GoalsMake Your First Meeting More Productive
At Miramontes Capital, we believe in making your financial journey as smooth and rewarding as possible. When you schedule a meeting with us, we’re already excited to learn about your goals and create a plan tailored to you. But if you want to make the most of our time together, we have three simple ways to enhance your experience.
Whether you complete just one step or all three, you’ll be helping us gain the insights we need to build the best possible plan for your future. Here’s how you can get started:
Complete a
Risk Score Analysis
This brief questionnaire helps us understand the level of risk you’re comfortable with in your investments. By knowing your risk tolerance, we can ensure your portfolio aligns with your comfort zone and goals.
Time to Complete: Less than 5 Minutes
Fill Out Our
Expense Planning Sheet
This step goes a little deeper, giving us a clearer picture of your income, expenses, debt, and assets. With this information, we can start mapping a plan that fits your unique financial landscape and works towards meeting your needs.
Time to Complete: About 10 Minutes
Go Deep With Our
Miramontes Vision Planner (MVP)
Our MVP is the most comprehensive step you can take. Through a series of questions, we’ll learn about your goals, current situation, and concerns, covering everything from investments and insurance to estate planning and healthcare.
This plan helps us see the big picture and ensures we’re covering all aspects of retirement that matter to you.
Time to Complete: About 20 Minutes
GOOD
Complete Risk Score Analysis
BETTER
Complete Risk Score Analysis +
Expense Planning Sheet
BEST
Complete Risk Score Analysis +
Expense Planning Sheet +
Miramontes Vision Planner
A Strong Start to a Great Partnership
It’s not required to complete any of these steps before meeting with us – but it can make a real difference. Think of it as setting a strong foundation for our conversation and your future. So, take a few minutes, explore these steps, and let’s start building a plan for tomorrow that you can feel confident about today.
Schedule the First 20 Minutes of Your Financial Journey
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.
Schedule the First 20 Minutes of Your Financial Journey
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.