Hello !

Our process is designed to help create a simple, easy to understand plan that will address your top concerns and any other things that we may uncover. 

To get started, we need 3 things from you: 

  • Firstly, we need to set up your Discovery meeting.

    This meeting is typically 60-75 minutes, and is a chance for us to dive deeper into your specific financial situation and goals.

    Since finances are a family affair, it is important for both partners to be present for this. 


    Click here to schedule your First meeting. 

  • Please complete this Risk Tolerance Questionnaire.

    It will help us better understand your ability to handle risk and fluctuations in the market.

    We require both partners to complete this individually.

  • Build your 'Family Goals + Net worth' statement by connecting your accounts to our financial planning software, RightCapital.

    Click here.

    Each household only needs one sign up.

    Linking your accounts allows us to see read-only balances that can update automatically over time. 

    1. I am attaching a tutorial video which should walk you through the process. 

    2. If you are worried about your security, here is more on how it works.  

  • Lastly, to ensure that our time together is well spent, we need access to several specific financial documents. You can either upload them to your Google Drive folder following link to the meeting: 

    1. Latest pay stubs 

    2. Last two years’ tax returns

    3. All investment account statements 

    4. All Retirement plan statements (e.g. IRA, 401(k), etc)

    5. RSU documents (Prosper, Carta, amazonstock.com etc) 

    6. Estate Planning Documents (Will, Power of Attorney, Healthcare proxy)

    7. Insurance policies & statements (life, auto, homeowners, disability, etc)

    8. Employee benefits document (benefits handbook, retirement plan handbook, etc) 

As always, if you have any questions in the interim, we would welcome a call from you anytime. 

I'm excited to get this process started for you and I am confident you will see tremendous value in working together!

 Frequently Asked Questions

  • You deserve a financial partner who understands the unique challenges and opportunities you face as an immigrant. At CapitalWe, we focus specifically on the needs of young professionals navigating life in the U.S. on visas or Green Cards. Our approach is rooted in transparency, practicality, and a deep understanding of the immigrant experience. We don’t push products or follow cookie-cutter advice; instead, we craft personalized strategies that align with your life goals. Most importantly, we’re here to be your objective guide, providing clarity and confidence as you navigate your financial journey.

  • The people who receive the most value from CapitalWe are Indian immigrants who have been in the U.S. for over 10 years, often working as tech professionals on H1B visas. Our ideal clients are typically earning $250K+ individually or $400K+ as a couple and are navigating the complexities of building wealth, raising a family, and planning for the future.

    While we don’t enforce strict asset minimums, our focus is on aligning with your goals and values. If you're in a significant life transition and want an advisor who understands the unique challenges and opportunities you face, CapitalWe is here to support you.

  • Absolutely! We are set up to work with clients nationwide. We offer virtual meetings and flexible scheduling, so no matter where you are, you’ll receive the same dedicated, personalized service. Many of our clients appreciate the convenience of remote consultations, allowing them to connect with us from anywhere.

  • CapitalWe is a fee-only firm, which means we get paid solely by you—no commissions, kickbacks, or hidden charges. Our fees are straightforward: 1% of assets under management (AUM) or a custom financial planning fee based on your income and net worth. This structure ensures that our advice is aligned with your best interests and covers all aspects of your financial life, without any conflicts of interest.

  • Our process begins with two introductory meetings to see if we’re the right fit, where we discuss your goals and gather details about your financial situation. From there, we’ll organize your finances under one platform, collaborate to clarify your goals, and deliver a personalized plan—complete with a video walkthrough for you to review at your own pace. We then help keep you on track with quarterly check-ins, task management, and updates to your plan as your life evolves. For a detailed look, see our process page.

  • Absolutely, and many people start by managing their finances on their own. But the real question is whether you want to handle every aspect yourself—from investment strategy and tax planning to staying on top of changing financial laws. Working with us gives you an objective, expert partner who brings tailored advice, time-saving strategies, and peace of mind.