There are three things we ask of every client before we begin.
The intake session runs 60 to 90 minutes. We ask the questions, you answer them. That's the hardest part — and we make it as easy as possible.
This isn't a product you buy and shelve. It's a system that works because you stay engaged — quarterly check-ins, flagging changes, treating this as the priority it deserves.
We will see your most sensitive financial, legal, and personal information. That requires discretion, confidentiality, and genuine care. We don't take that lightly.
60 to 90 minutes with Craig or Clay. We inventory what you have, identify gaps, and build a complete picture. You don't fill out forms. You just show up.
HCCP gathers, organizes, and delivers your complete document system — binder, vault, or both. Every category. Every gap filled. Every document in its place.
Quarterly check-ins. Advisor-managed updates. A direct line to Clay. Your system stays current because we make sure it does — not because you remembered to log in.
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