Our Process

/Our Process
Our Process2017-06-02T17:58:52+00:00


Focus on seamless client introduction:

  • Establish annual review schedule
  • Facilitate online access
  • Efficient transfer of assets
  • Risk tolerance assessment

Callan Capital Reviews:

  • *Wills
  • *Trusts
  • *Property casualty
  • *Mortgage
  • Insurance review
  • Family dynamic
  • Asset statements

Determine Objectives

Financial & traction plan:

  • Financial circumstances
  • Investment style
  • Risk tolerance
  • Liquidity needs
  • Income needs
  • Time horizon
  • *Tax considerations
  • Wealth transfer needs
  • Philanthropic goals
  • Survivorship goals
  • Retirement goals
  • *Lending needs
  • Insurance needs

Implement The Strategy

Ongoing evaluation of objectives:

  • Client’s perspective
  • Callan Capital’s perspective
  • Create and present financial plan
  • Prioritize recommendations
  • Create tracking sheet
  • Invest portfolio


Performances and financial objectives:

  • Ongoing portfolio reviews
  • Monthly account reporting
  • Financial plan updates
  • Revisit tracking sheet
  • Quarterly Client Seminars: Evening of Economics
Disclaimer: *Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with, securities based financing, residential and commercial financing and cash management services. For more information, please refer to our most recent Form ADV Part 2A which may be found at www.adviserinfo.sec.gov.

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.