Welcome to Colorado Capital Management (CCM)

We are thrilled to be partnering with you. Below is a high-level step-by-step description of what you
can expect going forward. Please let us know if you have any questions or would like more details.

Our Process : What to Expect as a New CCM Client

Getting Started /
Disclosures &

Introductory Meeting

Data Gathering

Documentation & Data Gathering

Discovery Meeting
/ New Client

Initial Planning Meeting

Investment Policy Statement

Investment Strategy

Investment Strategy Proposal

Financial and Tax Planning

Financial and Tax Analysis

Ongoing Reporting and Meetings

Quarterly Portfolio Reports & Meetings

Thank you for selecting Colorado Capital Management!

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