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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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 some of the questions we get asked often?

AM I ON TRACK TO HIT MY GOALS?

I AM INHERITING SOME PROPERTY OR ACCOUNTS IN INDIA. WHAT SHOULD I DO?

I PAID TOO MUCH/ TOO LITTLE IN TAXES. HOW CAN I FIX THAT?

MY PARTNER AND I ARE NOT RICH. DO WE NEED A PRE-NUPTIAL AGREEMENT? 

WHY ARE YOU TELLING ME TO SELL MY COMPANY STOCK/ OPTIONS?

SHOULD I PAY DEBT DOWN OR DO SOMETHING ELSE?

I AM YOUNG, WHY DO I NEED LIFE INSURANCE/ A WILL? 

I WANT TO BE ABLE TO RETIRE EARLY. CAN I DO THAT?

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WHAT DO WE DO IN A YEAR?

See how we work together throughout the year to make adjustments and stay on track.

 

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 60s. 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!