Your Local Resource for Expert Financial Guidance and Support

Staying in Control Amid Uncertainty

We understand that today’s political and economic climate may feel unpredictable, even chaotic. Please know that we are intentional about filtering out the static and staying focused on data that informs the most strategic changes to your portfolio.  A more in-depth article on this will come later this week.
 

We can’t shield ourselves from every uncertainty or prevent life’s inevitabilities. But by staying proactive, maintaining flexibility, and building a strong financial cushion, unexpected events won’t derail your future. Please call us if you have questions or want to review your portfolio to ensure it aligns with your goals and today’s environment. We are here to create a plan that keeps you in control, no matter what comes next.

What the heck is Advyzon and why do I need to know?

As highlighted in an earlier email, we have transitioned to a new reporting software platform called Advyzon. This platform will replace Blueleaf and provide you with detailed account performance insights, along with many other features, including comprehensive charts and graphs. No impact will occur with your accounts, only enhanced reporting and features.

With access to the Advyzon Client Portal you will be able to view account details, reports, holdings, balances, and more. Additionally, clients will have the ability to link outside accounts directly from the portal. Please note that Blueleaf will be discontinued on March 7th.

How to Log In

We have set up temporary passwords for each client and first-time login instructions are as follows:

1. Reach out to your Capstone advisor to get your temporary password
2. Go to advyzon.com
3. Enter your email and temporary password
4. Follow instructions on resetting your password
5. View your account details and reports

A Note About the Charts: When you log in to your Advyzon client portal, you'll see charts and graphs illustrating the financial performance of your accounts. Please note that the Y-axis on these graphs is not set to zero, which can make minor fluctuations appear more dramatic than they actually are. For example, we received a call from a client who was alarmed by what seemed like a steep drop in her portfolio, but in reality, the change was minimal. 

If you have any questions, please reach out to your Capstone advisor.

The Capstone Client Experience: Our 7 Step Process

Perhaps you're new to Capstone or maybe you know someone who has questions about getting started on their financial planning journey. Here is a guide of our onboarding process and what to anticipate when you team up with us:

1. Welcome! Initial Meeting & Begin Onboarding Process

Step one is the fun part – getting to know you and establishing your goals. We will review your current financial picture and explore what you want your future to look like.

2. Information Gathering

Here we get the ball rolling by gathering all necessary account information, statements and opening your investment account.

3. Obtain Signatures

We make it easy to manage paperwork according to your preferences: Workflow, DocuSign or in-person

4. Funding of Accounts

• Rollover Instructions and possible call
• Transfer of Assets (TOA) when applicable
• Client Funding (Deposits and Bank Links)
   

5. Identify Risk Tolerance

Through conversation and a questionnaire we’ll help you identify your risk tolerance and determine your investment philosophy.

6. Explanation of Important Details

• Secure emails for personal information
• Emails from Schwab such as voting, trade confirmations, etc.
• Schwab Online Access (creating personal Schwab account)
• Missing information may result in a “frozen account”
• Advyzon access login and purpose

7. Meet the Team

We’ll introduce you to the members of the Capstone team, detailing their roles so that you can identify them and understand when and why you may engage with them.

Learn More About the Capstone Client Experience>

Parting Shot: Stabbed but Still Smiling

Pictured above: Capstone advisor Ryan Turbyfill played the murder victim at the "CASA Goes Cold Case" fundraiser. Don't worry, it was all for fun and in support of a great cause. CASA trains and supports volunteers to advocate for abused and neglected kids in the Pikes Peak region. Learn more about volunteering or donating.

Pictured at Top:  BLM Spring Creek wild horse refuge located in Disappointment Valley in southwest Colorado, between Norwood and Dove Creek.Photo by Gary Ratcliff, ourayimage.com

Capstone built our reputation on friendly service, impeccable ethics, and respect for every client. Our clients’ needs drive our relationship, and the focus is always on you. We strive to be highly responsive to your requests and are skilled at creating solutions customized to your goals, values, and situation.  Reach out anytime with questions. We're happy to help!

Capstone Investment Financial Group, LLC

Colorado Springs/Denver

719-477-9883

info@capstoneinvest.com