Our Process

At Innovative Capital Protection, our first step is to build fruitful and mutually beneficial relationships with accountants and stakeholders in various markets around the country.

Armed with forward-thinking solutions and an unparalleled customer experience, our team can completely customize and execute a plan that is truly tailored the clients’ needs, circumstances and goals.

As planning is an area of great complexity, we work collaboratively, without being competitive, to garner the best result. We specialize in customizing plans according to the client's objectives and based on the accountant's recommendations. Once the design and implemented phases are complete, the client manages from that point onwards.

Our process consists of 3 steps: