LET'S GET STARTED!
We’re Glad you’re here!
Hixon Zuercher Capital Management has designed a simple process to empower you in making an informed and confident decision about partnering with us.
This ensures you understand exactly how we can help you meet your financial goals through a trusted, team-based approach before you make any decisions.
We Serve Diligent savers who have accumulated investment and retirement assets of $500,000 or more.
The HZ Process
Step 01: Schedule An intro Call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right wealth management firm to help you, we will happily point you in the right direction.
Step 02: Discovery Meeting
We’ll invite you to our downtown office or online via Zoom. During this meeting, we’ll get a clearer picture of your financial goals, concerns, and unique circumstances.
To make the most of our time together, we’ll ask you to provide a few essential documents ahead of the meeting. This information, combined with your insights, will enable us to perform a thorough analysis. Our aim is to deliver clear, plain-English answers to two critical questions.
Step 03: Our Analysis
Our team will leverage decades of combined experience, thousands of hours of training, and insights gained from mentoring by the industry’s leading experts to provide you with answers to these two questions:
- Are you on track to reach your retirement (or work optional) goals?
- How can your investments be improved?
Step 04: Recommendations Meeting
In this second meeting—either in our office or online via Zoom—we’ll outline exactly what you need to do to achieve your financial goals, including answers to the two questions we discussed. You’ll see how our firm can help turn your dreams into reality.
At the end, we’ll address any questions you have and encourage you to take some time to think things over before making a decision.
Step 05: Sleep On It
Your decision to work with us is important, and we want you to feel comfortable and confident. Before making a decision, we encourage you to consider the following questions:
- Do I like, trust, and respect the team at Hixon Zuercher Capital Management?
- Do the benefits outweigh the cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
Step 06: Implementation Meeting
If you choose to work with us, we’ll schedule an Implementation Meeting to kick off the onboarding process. This meeting is all about laying the groundwork for our partnership. We’ll happily address any lingering questions and start the paperwork to officially welcome you aboard.
Rest assured, before we meet, we’ll ensure you have all the information you need and that any questions or concerns are thoroughly addressed. We’re excited to begin this journey together!
Let’s get started!
Step 01: Schedule an introductory call
Think Hixon Zuercher Capital Management is the right fit? We would love to get to know you and your situation!
