Image by Kyle Glenn

Fee-Only Financial Planning for the Globetrotting Millenials and Gen Z

CapitalWe was started for a pretty simple reason: To help you make better decisions with their money.

We wanted to emphasize that WE - you and us - are a team and we want to work together to put your Capital to work to help you achieve the financial future of your dreams!

No two people have the same definition of Success, nor do they have the same financial situation.

We want to help create customized financial plans best suited to your goals and help you implement them successfully! 

Let's talk to see how we can help you, even if you want to Do It Yourself!

 
 

Money touches almost every part of our lives

Almost all the decisions we make as adults are colored by money to some extent.... which sucks.
Fortunately, there are ways to allocate your money to things based on your goals and we can help you unlock this by way of an ongoing relationship!

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Differentiators

Fiduciary

We started CapitalWe with the goal of putting clients first. We are committed to the fiduciary standard to put your interests first. See Signed Fiduciary oath and what it means.

Fee - Only

The financial industry has a bad reputation for dishonest practices and we pride ourselves on being no-BS. We are only paid by you, our client, and do not get compensated by selling/ recommending you anything that pays us a commission.

Diversity

The average financial advisor is a white male in his 40s. We understand that as an Immigrant/ POC/ Millenial/ Gen Z-er/  your challenges are different. We promise to listen to, and address all of your financial concerns with compassion.

Empathy

We tend to work with immigrants. We picked this space because we have personally experienced the money challenges that came with being on an F1, EAD, H1B,  this period as we have lived it!

 

Our Services

Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you. Take a look at the list of my services below.

 
Organized Desk

Savings/ Debt Repayment

Asset Allocation Recommendation

Investing

Tax Strategy