At Capitalis Planning Partners, we create a custom, comprehensive financial plan to help you pursue your goals in a way that aligns with your timeline, risk tolerance, and values.
Here’s how we’re different:
Specialized
Not every advisor is equipped to do what we do. We thrive on the challenges of planning for business owners, successful families, and individuals with complex wealth management needs.
Access
As our client, you know where you stand 24/7, with convenient online access to your account, where you can see your progress in real time. Our face-to-face meetings ensure you develop a deep understanding of your plan, get straightforward answers to your questions, and gain confidence you’re on the right path to achieving your goals.
Respectful
We respect our personal and professional commitments to you, which means we always return calls and inquiries promptly, begin and end our meetings on time, and proactively reach out to you.
Prepared
You can depend on our team to always be well informed about you, what you want to achieve, your plan, and your current progress.
Service-Oriented
We pride ourselves in going above and beyond to take amazing care of our clients. Our team is composed of advisors, financial planning professionals, and client service specialists all working together to best address your needs.
Qualified
Our highly credentialed and educated team is committed to learning, staying abreast of the markets and industry knowledge, and diligently maintaining our ongoing education.
Enduring
We keep an eye on the future and work proactively to serve you and your family. We plan to be here for you, your children, and their children for many years to come.
Specialized
Not every advisor is equipped to do what we do. We thrive on the challenges of planning for business owners, successful families, and individuals with complex wealth management needs.
Access
As our client, you know where you stand 24/7, with convenient online access to your account, where you can see your progress in real time. Our face-to-face meetings ensure you develop a deep understanding of your plan, get straightforward answers to your questions, and gain confidence you’re on the right path to achieving your goals.
Respectful
We respect our personal and professional commitments to you, which means we always return calls and inquiries promptly, begin and end our meetings on time, and proactively reach out to you.
Prepared
You can depend on our team to always be well informed about you, what you want to achieve, your plan, and your current progress.
Service-Oriented
We pride ourselves in going above and beyond to take amazing care of our clients. Our team is composed of advisors, financial planning professionals, and client service specialists all working together to best address your needs.
Qualified
Our highly credentialed and educated team is committed to learning, staying abreast of the markets and industry knowledge, and diligently maintaining our ongoing education.
Enduring
We keep an eye on the future and work proactively to serve you and your family. We plan to be here for you, your children, and their children for many years to come.