WHAT TO EXPECT NEXT:

Our team will review the answers you provided on the intake questionnaire and determine if you are a qualified candidate to meet with Helen Ngo, our Senior Financial Advisor. 

If qualified, you will receive an emailed calendar invite for one of the meeting times you requested, including additional details on how to prepare for the intro call. 

You can expect to hear from us within 2 to 3 business days.  

If you have questions, please don’t hesitate to reach out to our team at hello@capitalbenchmarkpartners.com or call our office at (770) 217-1202.

We look forward to meeting you!