Customized Financial Planning Services for First Generation Wealth Creators
Customized Financial Planning Services for First Generation Wealth Creators
Are you a Senior Manager or Executive in Tech?
Have you received equity as part of your total compensation from your employer, but haven’t developed a plan for how and when to turn those shares into actual dollars?
Is your annual tax bill going up even as Federal tax rates have come down?
Has your financial situation changed, but the advice you're receiving from your advisor(s) hasn't?
Are you a Small Landlord or Real Estate Investor?
Are you looking to add private real estate to your overall investment portfolio as a means to generate passive income?
Have you been struggling to develop a plan for how you will leverage your real estate portfolio to create an income stream in retirement?
Has your financial situation changed, but the advice you’re receiving from your advisor(s) hasn’t?
Your financial plan should be as unique as you are.
Take a look at our planning process in the video below.
Here’s How We Can Help
Our five-meeting onboarding process is designed to help you identify your financial priorities, rank them, and assign a dollar value to each of them. Then, we go to work developing a step-by-step financial action plan designed to help you achieve them.
We perform an in-depth review of your important financial documents, such as W2s, tax returns, investment statements, equity compensation agreements, insurance contracts, mortgage statements, workplace benefits, etc. We then provide you with a detailed list of observations and recommendations based on our findings.
We incorporate all of a household’s accounts into the planning process to ensure each piece of our client’s financial life is working in concert with the other. We incorporate tax preparation and estate planning services into the overall financial planning process to ensure you are receiving consistent advice across the board.
Why Capital Area Planning Group?
We take a proactive approach to the financial planning process so that you never have to wonder what comes next.
We do not sell products. As fiduciary financial advisors, we offer honest, unbiased advice for a reasonable fee.
We take the stress associated with making large financial decisions off of your shoulders and give you back the time it would take to manage your personal finances effectively.
We are a one stop shop - offering family office style services to high net worth individuals and families.
We incorporate your outside brokerage and 401(k) accounts into your overall investment strategy to ensure that each piece of your portfolio is working in conjunction with the other.
We believe in pricing transparency — not hidden fees. Each of the services we offer are all covered under one flat fee.
Frequently Asked Questions
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A good financial advisor can help take away the stress associated with making large financial decisions and give you back the time it would take to manage your personal finances effectively.
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Our financial planning team takes a proactive approach to the financial planning process so that you never have to wonder what comes next. We will also collaborate with your tax preparer and any other wealth manager(s) to ensure you are receiving consistent advice across the board.
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Yes. As fiduciary financial advisors, our financial planning team offers honest, unbiased advice and guidance for a reasonable fee. We do not sell products.
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As a minimum requirement, each of our financial advisors is a Certified Financial Planner (CFP®), who holds a FINRA series 65 investment license, with more than 3 years of experience in financial services.
Begin your due diligence HERE.
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Yes. Our financial planning team takes a holistic approach to financial planning and incorporates any outside brokerage and 401(k) accounts into the overall investment strategy. This ensures that each piece of your portfolio works in conjunction with the other.
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Our planning services are best suited for accredited investors, which the Securities and Exchange Commission (SEC) defines as an individual earning $200,000 or more in annual income, a married couple earning $300,000 or more in annual income, or anyone with a liquid net worth of $1,000,000 or more.
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Yes. Our planning team is licensed to work with clients in all 50 states and offers virtual meeting options in addition to in-person.
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We do not charge any termination fees. We simply ask that you provide us with 30 days’ prior written notice of your decision.
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Yes. While our financial planning process is well suited for tech professionals and small landlords, we offer planning services to people in all fields.