Fee-Only Financial Planning and Investment Management for the next Generation
CapitalWe was started for a pretty simple reason: 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 get you to where you want to go financially!
No two people have the same financial situation, so 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!
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.
The average financial advisor is a white male in his 40s. We understand that as a Millenial, Gen Z-er, Immigrant or POC your challenges are different. We promise to listen to, and address all of your financial concerns with compassion.
We tend to work with millenials and Gen-Zers, usually under 30. We picked this space because we have personally experienced the money challenges that came during this period as we have lived it!
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.
Savings/ Debt Repayment
Asset Allocation Recommendation
Get a free PDF on 3 steps to improve your financial situation!
Do you relate to these statistics ?
Americans cannot cover a $1000 emergency expense in the next 30 days.
People say finances are too complicated or they dont have time to manage finances
People say they dont have anyone to turn to for trusted financial guidance