Process
At Toolson Capital we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each client scenario. However, we use a holistic process to ensure that all appropriate financial areas are analyzed and comprehensive service is rendered.
Step 1
Getting to Know You
Our first step is understanding you — your goals, priorities, and what matters most in your life. Whether it’s in our office, over the phone, or via Zoom, we take the time to listen and ask thoughtful questions to get a clear picture of your financial situation and determine if we’re the right fit to help you achieve your objectives.
Step 2
Gather Data
Once we understand your goals, we collect the details of your financial picture — including assets, income, expenses, and existing plans. This step helps us see the full picture so we can provide recommendations that are tailored specifically to your situation.
Step 3
Analyze Data
With all your information gathered, we carefully review and assess your current situation. We put together a complimentary analysis to highlight opportunities and uncover gaps, which we then review with you to create a plan aligned with your goals and priorities.
Step 4
Develop a Plan
After analyzing your financial picture, we collaborate with you to create a personalized plan designed to help you achieve your goals. This plan outlines strategies and recommendations tailored to your situation, giving you a clear roadmap for your financial future.
Step 5
Implement the Strategy
Once your plan is finalized, we help put it into action. From coordinating accounts and investments to working with specialized advisors, we make sure each step is executed smoothly so your plan starts working for you right away.
Step 6
Monitor the Strategy
Financial plans aren’t set-it-and-forget-it. We continuously track your progress, review your goals, and make adjustments as needed to keep your plan on track and aligned with your evolving life and priorities. Financial reviews are automatically scheduled in our calendar at least quarterly.
Toolson Capital Management and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Toolson Capital Management. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.