Our practice focuses on the six key areas of financial planning:
Prospective clients of CAP Partners are offered a complimentary initial consultation to determine what your financial objectives are and how we can help you achieve your goals.
Once you become a client of CAP Partners, you will engage in a series of meetings to develop a comprehensive financial plan to achieve your goals:
Creating a plan based on your entire financial picture allows us to give you sound advice as you progress toward your financial goals. Throughout the planning process, we will have strategy meetings to address these goals. As part of our pro-active approach, we conduct review meetings throughout the year to account for changes in your financial life.