You're In. Here's What Happens Next.
Thank you for reaching out to Capital Wealth. You've taken the first step toward a retirement plan that actually works. Now let's get your consultation on the calendar.
Your Path to Clarity
Pick a Time
Choose a date and time that works for you using the scheduler below. Virtual and in-person options available.
Prepare
Review the preparation checklist below so we can make the most of your 20-30 minute consultation.
Meet Mike
Get a clear, honest assessment of where you stand and what steps will make the biggest difference.
Schedule Your Free Consultation
Pick a time that works for you. Your consultation is complimentary and comes with zero obligation.
Having trouble? Open the scheduler in a new tab or call us at 801.210.2800
How to Prepare for Your Meeting
You don't need to bring anything to your first consultation. But if you'd like to get the most out of your time, here's what helps:
- Recent tax return — helps us identify tax-saving opportunities
- Account balances — 401(k), IRA, TSP, savings, and any pensions
- Target retirement date — even a rough idea helps us plan
- Social Security statement — available at ssa.gov/myaccount
- Bring your spouse — retirement decisions affect both of you
- Your questions — write down anything you've been wondering about
What to Expect
Your first meeting is a 20-30 minute conversation — not a sales pitch. Mike will listen to your goals, review your situation at a high level, and give you an honest assessment.
You'll leave with a clear understanding of where you stand and whether Capital Wealth is the right fit for your family.
No pressure. No obligation. Just clarity.
Prefer to schedule by phone? Call us at 801.210.2800
Monday – Friday, 9am – 5pm MST