Our Process

Corvus Capital, LLC will help establish a clear direction for your financial future. We begin by defining your goals and objectives, then create a plan and identify ways to help achieve success.

Step One: Where You Are Today


  • Complete a financial inventory questionnaire
  • Gather all current financial statements
  • Complete a goals and objectives worksheet
  • Establish current budget



Step Two: Analysis of Current Situation



  • Discuss current financial situation with Chris
  • Identify thoughts and concerns for the future
  • Discuss feelings and family dynamics as they relate to your situation
  • Establish tolerance for risk and volatility
  • Involve third-party managers if needed (CPA and/or attorney)
  • Pinpoint gaps between current situation and future goals



Step Three: Moving Forward



  • Develop and implement agreed upon strategies for future success
  • Monitor all investments and make adjustments to portfolio as needed
  • Introduce new investment opportunities as they arise
  • Conduct annual meeting to review progress