Our Services

The CAP Financial Planning process begins with an analysis of your current financial situation with the goal of identifying strategies that can help enhance your financial security over time.

We educate you about your financial options, help you select money managers and implement your chosen strategies, recommend modifications as needed over the course of years, and review the management of your investments and the progress toward your goals.

Before entering into a relationship with CAP, we will always disclose how we are compensated.