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Take the first step toward unlocking
your money’s true value

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Let’s Confirm We’re a Match

Your finances are personal and complex—your advisor should be, too.
We’re the right partner for clients who:

Are ready to get 

on track

You’re still working but ready to take control of your financial future, making sure you don’t make mistakes on the path toward retirement.

Look beyond the balance in the bank account

You want your money to mean something. You want to experience life, knowing your money is a tool to help support your goals.

Like working with down-to-earth people

You like working with people who are easy to talk to, who you connect with, and who truly “get” you and what you’re looking for.

What Comes Next?

Let’s take the first step to getting your financial house in order. Together we’ll:

Step 1

Gather the Details

The first step of our planning process is to sit down with you to help you create your Personal Financial Plan. Our goal is to make this an exciting and enjoyable process for you!

During our initial review, we will:

  • Clarify the things in your life that are most important to you
  • Accurately define and prioritize the goals that you want to achieve in the years ahead
  • Benchmark your current financial situation and outline the resources available to help you succeed
  • Create action Items to serve as your guide in implementing your future financial strategy
Step 2

Review the Deliverables

After taking a close look at your financial situation and what you’ve shared about your goals, we’ll guide you through the recommendations we’ve put together. We’ll explain each tool we suggest and how it fits into your plan, so you feel confident and clear about the path ahead.

Step 3

Implement Your Plan

Now that we’ve got a clear plan in place, it’s time to put it into action. We’ll help you implement each part of your strategy, making sure everything is set up to keep you moving toward your goals.

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Looking For More?

Do you have a fiduciary obligation to act in my best interest?

Yes, we have a fiduciary obligation to act in your best interest. This means we are legally and ethically committed to putting your needs first in every recommendation and decision we make on your behalf.  This responsibility is at the heart of everything we do and guides every aspect of our work with you.

Why should I consider hiring Insight Capital Management?

You should consider hiring our firm if you want an advisor who takes the time to understand you and your situation, answers the phone when you call, and guides you through the maze of financial decisions with clarity and care. We bring the experience and knowledge to turn your hard-earned savings into reliable retirement income, giving you peace of mind. At Insight Capital Management, you’re supported by our entire team, who will treat you like the most important person in the world—because to us, you are!

Do you work with people that live outside of California?

Yes! Many of our clients live outside of California, and there are no extra costs or fees charged to you by working with an advisor located in California. We are licensed to operate anywhere in the U.S. and have clients located throughout the nation.  Wherever you’re located, we’d be happy to help.

What’s your philosophy when it comes to financial planning and investment management?

Our philosophy is simple: it’s all about you. We take the time to truly get to know you—your goals, values, and the unique complexities of your situation. This understanding allows us to provide thoughtful guidance tailored to your needs, leveraging our experience and education to make sure you have the right investments working on your behalf to make you plan a success.

What should I expect during my initial meetings with a financial advisor?

Our first meeting is all about you. We’ll take the time to get to know your life, values, and what matters most. Together, we’ll:

  • Clarify what’s most important to you and define your financial goals for the years ahead.
  • Review your current financial position, including your assets, liabilities, and resources available to help you succeed.
  • Explore your priorities, such as retirement plans, major life events, or significant purchases like a home or travel.
  • Create actionable steps to guide your future financial strategy.

This conversation helps us fully understand the complexities of your financial situation so we can provide truly personalized advice. By the end, you’ll have a clearer picture of where you stand financially and a plan for the next steps tailored just for you.

What areas of my financial life can you help me with?

We’re here to help with any financial concerns that matter to you. Whether it’s retirement planning, investments, tax strategies, or something else, we’ll address these topics during our ongoing discussions and meetings.

Can I reach out with questions anytime, and is there an extra charge?

Yes, we are always here to answer your questions. There’s no extra charge for phone calls, meetings, or anything else you need along the way. We want you to feel comfortable reaching out whenever you have a question or concern—your peace of mind is our priority so don’t hesitate to connect with us.

Do you require a minimum investment amount to become a client?

Our typical minimum investment is $500,000, but we love working with friends and referrals from our existing clients. If you’ve been referred to us, we look forward to meeting you! We trust our clients and make exceptions to serve their important relationships. Please don’t hesitate to set up a meeting.

How do you charge for your services?

We use a fee-based model, meaning we charge a management fee that is a percentage of the assets we manage for you. This is the gold standard for our industry, and aligns our incentives with you to get good growth from your investments while minimizing the downside volatility.

Where do you hold my assets?

We use Charles Schwab as our primary custodian, ensuring your assets are safeguarded by a trusted institutional bank. We are then granted limited authority to trade and manage investments in your account on your behalf. The Charles Schwab Corporation is a leading provider of financial services, with $9.9 trillion in assets managed and 34.8 million active brokerage accounts.