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:
Identify Client Objectives
Through a series of ongoing meetings, including feedback from the accountants and stakeholders, we identify the client's financial and lifestyle objectives.
Collaborate and Design
Through a collaborative process, we recommend solutions and strategies that meet the clients' objectives. We then design a custom plan with action steps for implementation.
We implement the action plan working closely with the client's accountant and stakeholders. Once the design and implemented phases are complete, there are no further steps required from our clients in the future.