Our Process

The best wealth plan requires thoughtful execution.

At ClearPath Capital Partners, we become the coordinator of your overall advisory team to ensure complete and comprehensive execution. We can work in conjunction with your other providers or seamlessly with our recommended providers. Our process involves a complete review of your wealth planning needs where we coordinate with CPA’s, attorneys, insurance brokers, bankers, and other professionals to carry out the process. Once accomplished you will have peace of mind knowing you have planned ahead and are now providing for your future and protecting your wealth.

Our process begins with a first step: The Introduction Meeting. Whether held as a web conference or in our offices, you’ll walk away knowing who ClearPath is, what we can do, our performance, our fees and who our clients are. This leads to the Discovery Meeting where we get to know you better and proceeds to a series of steps and your comprehensive plan.