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Frequently asked questions
What kind of financial planning does Procapital handle?
We work with individuals and business owners in Chattanooga to review their overall financial situation, help coordinate between accounts and advisors, and build a plan that fits your actual life. Our focus is on understanding what matters to you and making sure everything works together.
Can you work with clients outside the Chattanooga area?
We're based here in Chattanooga and serve the local community, though some of our services can be handled remotely depending on what you need. When you reach out through this site, we can discuss whether we're the right fit for your specific situation.
How quickly can I get started working with someone at Procapital?
We respond to inquiries during normal business hours and can usually schedule an initial conversation within a few days. Once we connect, we'll walk you through what the process looks like and what comes next.
What should I bring to my first conversation with your team?
Just come ready to talk about your financial picture and what's on your mind—whether that's retirement, managing multiple accounts, or coordinating with other advisors. We'll guide you through what information helps us understand your situation better.
Does Procapital work with business owners or just individuals?
We work with both individuals and business owners in the Chattanooga area who want help thinking through their financial strategy. Whether you're managing personal finances, business finances, or both, we can explore how we might help.
How do you structure your fees?
We use different fee models depending on the type of work and what makes sense for your situation. Contact us through this site and we can discuss pricing and what you can expect to invest.