FINANCIAL PLANNING APPLICATION

Schedule an Individual Consultation, that will exhaust all options
(pros & cons) on (but not limited to) our web site in regard to your Individual situation.

Solutions will be discussed and non-proprietary products and services will be recommended. You are encouraged to take notes and/or record discussion.

To optimize the consultation - please identify all areas of interest that you wish to discuss during your Consultation.

Our Financial Planning process:

1. Comprehensive Financial Planning:
Overview of Insurance Planning, Tax Planning, Education Planning, Retirement Planning, Asset Management, Estate Planning, Risk Management, and Portfolio Management.

Comments:

a. Strategic Insurance & Annuity Planning:
Discuss risks & liabilities, products (premiums, deductibles, and coverage) & services.

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b. Strategic Tax Planning:
Discuss opportunities & long-term planning.

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c. Education Planning:
Discuss options available specific to your family's situation.

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d. Strategic Retirement Planning:
Discuss options available to maximize contributions, benefits & performance.

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e. Strategic Estate Planning:
Discuss options available specific to your family & business situation.

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f. Risk Management:
Discuss risk profiles & appropriate risk management.

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g. Strategic Asset Management:
Overview of assets owned & future purchases and sales.

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h. Strategic Portfolio Management:
Overview of Client's portfolio & changes needed to accommodate Client's future needs and wishes - see Portfolio Management application for specific analysis and specific recommendations.

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2. Special notes, inquiries, requests:

Consultation Information:

3. Consultation locations:


Inside the S.F. Bay Area	$0 application fee + $500 minimum for consultation (up to 4 hour consultation)
Western states (CA, NV, OR, WA, ID, UT, & AZ)	$0 application fee + $1000 minimum for consultation (up to 6 hour consultation) {$250 travel budget included}
U.S. (Non- Western states)	$0 application fee + $1,500 minimum for consultation (up to 6 hour consultation) {$350 travel budget included}
Outside the U.S. (English speaking only)	$100 application fee + $1,900 minimum for consultation (up to 6 hour consultation) {$500 travel budget included}
Phone / Internet Tele/Visio-conference	$0 application fee + $250 minimum for consultation (up to 2 hour consultation) or $350 with Web Cam
Hourly	$25 application fee + balance of negotiated fee

Hourly Amount (if negociated):

We make every effort to accommodate your schedule, if because of our unavailability we cannot provide at least 3 reasonable dates for your appointment (within 45 days), all fees will be refunded. A "reasonable date" is one beginning no earlier than 7am and ending no later than 7pm Mon-Sat in your locale.

We bill out at $150-300 hour based on the complexity of the work - inquire in Special notes on the appropriate application.

4. Client Information:

First Name:
Last Name:
Address:

City:
State:
Postal code:
Country:
Email:
Day phone:

JCB Capital Performance will respond to Applicant with
scheduling availability & personal contact information.
Clients@JCBCapital.com
1839 Ygnacio Valley Rd #123, Walnut Creek, CA 94598
(415) 685-3581

I agree to comply with the Legal Disclaimer mentioned above.