Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust.  We believe trust is earned, not given. Therefore, we follow a process that allows our clients to measure our capabilities and judge our performance before they engage our services.  Our process follows a traditional consulting model:

Assessment
We engage in an assessment process that gathers information about objectives, assets, liabilities, the business, investments, taxation, contracts, agreements and other pertinent data.
Capital Analysts of New England, Inc. delivers a written executive briefing which contains an analysis of the information and recommends a scope of work.

Engagement
The assessment document provides the owner with the information from which to compare the cost of our services to the benefits and to make an informed decision about working with us further. Our proposed fees are based on the complexity of the client’s situation or holdings, and the objectives to be achieved. At this time the client decides to engage our services.

Strategy Development
In formulating appropriate means of achieving the client’s objectives, Capital Analysts of New England, Inc. works with the client’s lawyer, accountant and other advisors. In addition to creativity, existing advisors bring background information and continuity to the planning effort. We use financial modeling to develop and evaluate case design alternatives. We meet with the client regularly to discuss alternatives, explain options and refine our understanding of priorities.

Implementation
Capital Analysts of New England, Inc. does more than just give advice. We make sure the client’s decisions are implemented. We work as a project manager with all parties to coordinate implementation. This might include work with any combination of professionals, such as accountants, lawyers, securities brokerage firms, insurance companies, and banks. Our assistance with the implementation of the decisions is one of the most helpful and timesaving aspects of our services.

Monitoring
Capital Analysts of New England, Inc. provides clients with periodic status reports, which summarize actions implemented to date and those yet to be accomplished. These reports identify issues that remain to be addressed and provide alternative solutions for each.

Capital Analysts of New England encourages clients to think about the future. By working together, we seek to develop a sound financial strategy that provides family security and business continuity for successful people and those they love.