It seems like yesterday that I felt stuck. Things had stalled with my business and personal finances.
My company was making money, but I was so bogged down in the day-to-day minutiae, pouring back all of my time and resources into the business, that I was missing the bigger picture. I was neglecting my personal wealth, and the overall health of my business. It was costing me more than I knew.
When I began to learn about the Value Acceleration Methodology, and how it can transform my business into a well-oiled machine, things started to click.
Since implementing the principles of value acceleration, I’ve been able to free up more of my time to focus on growing my business, and building true wealth for my family.
Specialized Planning for Small Business Owners
Combined with our focus on business optimization through the Value Acceleration Method, we help successful business owners bridge the gap between their current life and their dream life.
There are many issues you are currently facing; managing your business, protecting your family’s wealth, investing for the future.
We are here to walk with you on your journey as you grow your business, your wealth, and discover what you are truly capable of.
The Capable Wealth Mission
My mission is to empower business owners to unlock the true potential of their businesses and their wealth. By helping those I work with accomplish this, it will allow for a great impact on our communities and the world.
I grew up in a suburb just outside of Albany, NY with my mother and 3 siblings. My mother didn’t have any support while she was raising us, so we had to work for what we wanted.
At a young age I was involved with several entrepreneurial endeavors, ranging from door-to-door sales to starting my own babysitting business. These ventures helped me learn many lessons, and paved the way for future business success.
After graduating from college I worked at several financial firms, and attempted numerous start-ups to varying degrees of success. If anything, I found out I still had much to learn.
Flash forward to today and I’ve been able to grow my business to seven-figures, and helped clients of mine grow and sell their businesses for millions of dollars.
ABOUT JARED
Jared is highly trained in the areas of financial planning, investment management, and valuation acceleration for businesses, having earned the Certified Financial Planner designation (CFP), the Certified Investment Management Analyst designation (CIMA), and the Certified Exit Planning Advisor designation (CEPA).
Jared strongly believes in the positive force that is created from helping others, especially those who are less fortunate. For that reason he has worked as a part of organizations such as the FPA (Financial Planning Association) on their Pro-Bono Committee, Habitat for Humanity, and a number of other organizations committed to providing financial literacy to people in need.
Jared also co-founded and runs a charity golf tournament to help raise awareness and support research in the fight against breast cancer and muscular dystrophy. This is near and dear to his heart after losing his mother to breast cancer in 2013, and a family friend to muscular dystrophy in 2017.
When he’s not helping business owners protect their wealth and grow their businesses, you’ll find him playing sports (Former collegiate runner), learning new languages, and hiking the Adirondack mountains in Upstate NY with friends.
EDUCATION
Northeastern University
Bachelor of Science in Business Administration.
UPenn, The Wharton School
IMCA Certified Investment Management Analyst Program
Kaplan University
CFP® Certified Financial Planner Education Program
Exit Planning Institute
CEPA Certified Exit Planning Advisor Program
DESIGNATIONS
Certified Financial Planner™
Certified Investment Management Analyst
Certified Exit Planning Advisor
Now you’ve read my story, what about yours? If you feel ready to protect your wealth and unlock your business’s true potential then I’d love to connect with you.
Jared Paul, CFP®, CIMA, CEPA
Founder, Capable Wealth
