Our Process

With all our services, Douglas Capital Advisors emphasizes financial planning first. The financial decisions you make today will have material impact in the life you live tomorrow. We work to ensure you have a roadmap that leads to the life you want and deserve.

We start by establishing a relationship and building a genuine connection. We often share many of the same or similar values alongside of our clients. While we may share these values, we recognize everyone’s situation and relationship with money is different. We want to build this connection, so we ‘see’ and understand who ‘you’ are and understand what’s important to 'your life.'

We start with where you are today. If you haven’t done this before, no need to worry—we'll help guide you. If you have, great – we’ll enhance what you have in place. We’ll dive deep into asking questions like – What does your life revolve around now? Where do you see yourself going? What is your vision 5, 10, 20 or more years out? Where do you want to go? What kinds of things excite you or bring you fulfillment? What do you have in place now, and how you are using it or not using it? What are your spending habits? What can you improve on? What legacy do you want to leave? Who do you want or need to protect if/ when you are not here? Etc.

We want to synchronize and simplify your life, and create a sense of peace. Below is a visual of our systematic approach in how we do just that.