Our Process

Whether this is the first time you’re looking to partner with a wealth management firm or you’re exploring new options, we know that the unknown can oftentimes be overwhelming or confusing. While this is a very general overview of how we get started, here’s an idea of what to expect from Pazera Capital Management.

The following process visualizes a year-long client experience within the Pazera Capital Management ecosystem.

Day One

Discover / Explore / Establish

The backbone of our company is built on relationships.

We believe it’s important to get to know you and, equally as important, for you to get to know us. Let’s establish a relationship and decide if we’re a good fit.

30 Days

Plan / Commit / Prioritize

The first 30 days

In the first 30 days we’ll meet face-to-face and via phone as we further explore your financial needs and prepare an initial Plan for you. Once we have both committed to move forward, we will continue to develop a custom strategy to achieve your short and long term goals.

60 Days

Calibrate / Implement

The following 30 days

The following 30 days will be used to begin the development and implementation of your Advanced Plan. We will gather our professional network and confirm that we’re making the best and most beneficial decisions at this time for your family. Our experienced team will calibrate and confirm your Advanced Plan.

6 Months

Assess / Adjust

The 6-month mark

At the 6-month mark, we will review our progress, assess our strategy, and make any necessary adjustments. This helps us further improve your Advanced Plan as we move forward.

One Year

Evaluate / Celebrate / Build

The one-year mark

When we hit our one-year mark, we’ll meet to evaluate your plan, discuss any recent or potential life changes, and adjust accordingly. More important, we’ll celebrate the success of our relationship as we build your legacy.

Process Timeline

Choosing a Wealth Manager is a big step. If you’re interested in determining whether or not Pazera Capital Management might be the right choice for you, take this short assessment to help figure that out. If we’re not a good fit, we’d love to help connect you to the right team for you!

Take the Fit Test