Our primary clients are business owners with $500,00+ in EBITDA (Profit) and $1 million in investable assets.
If you have an established business that is profitable, but you want help taking it to the next level and potentially preparing for a sale, we can help you.
We’ll also work with you to ensure your family’s wealth is protected, and all of your hard work doesn’t go to waste.
- Protect family wealth through various financial planning and wealth management strategies
- Increase business valuation (For an eventual sale, and to enjoy increased profitability while you still own it)
- Gaining access to strategic contacts
- Create a comprehensive tax strategy - don’t just file your taxes, plan for how you can pay the least amount of tax over your lifetime
- You’re motivated to take steps to get to the next level in your business and your wealth.
- You are committed to taking a long term approach and being consistent with the implementation of our plan
No, there is no fee for this meeting. You won’t pay any fees unless you’ve signed an agreement with us clearly outlining the fee structure. No surprises!
Only if you want to! Capable Wealth is a modern firm that embraces technology to make the planning relationship as efficient and effective as possible. We can certainly meet in person, but we also offer meetings over the phone and through video conferencing.
No more are the days of you having to drive through traffic to meet at an inconvenient location. Just go home, pop on your computer, and bam, we’re meeting from the luxury of your own home.
Yes, our services and processes have been designed so clients of Capable Wealth can easily work with us from any part of the world. As long as you have a phone line or internet connection, we can work together.
This meeting is all about making a connection to learn about your situation and see if it is a good fit for us to work together.
The CFP® is the most rigorous and highly regarded financial planning designation. Certified Financial Planners, as well as Registered Investment Advisors are held to a fiduciary standard, which means they must act in a client's best interest. Look for experience and make sure they provide customized advice.
The CEPA (Certified Exit Planning Advisor) designation is the top credential for professional advisors who work with and help business owners build more valuable companies, have stronger personal financial plans, and align their personal goals. The CEPA designation enhances my ability to understand what business owners are going through and have valuable conversations around growth and exit.
Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest. Source of Information: CFP Board.
No. We do not sell any type of products and do not receive commissions of any kind.
Capable Wealth was founded for one simple reason - to help people live better lives through better financial decisions.
While growing up I witnessed several close relatives lose everything by making some bad decisions that ended up costing them personal fortunes. They either got involved in bad businesses, bad investments, or they didn’t protect their assets with proper planning techniques. This opened them up to unnecessary risk, and it cost them dearly.
I’ve also worked with many business owners and have been a part of several businesses in the past. I’ve seen business exits that went awry because the owners didn’t implement proper exit planning into their business. This caused them to miss out on getting top dollar in a sale, wasting years of hard work.
Now, I work with business owners to help them get the most out of their businesses, and protect the wealth they have built up over the years so their families are properly cared for.
Naming Capable Wealth was one of the more difficult tasks, believe it or not.
The exercise I went through to come up with the name was through word association. I wrote down all of the words that I wanted the firm to embody; empowerment, trust, engagement, prosperity, and many more. I then created lists of synonyms for those words.
After I had a huge list of words that were relevant, I began brainstorming ideas.
Soon enough, Capable Wealth was born!
It is not just about my capability as a financial planner and exit planning advisor, it’s about helping people uncover their own capabilities for something more.
I believe everyone is capable of something great, sometimes they just need some expert guidance to help them in the right direction.
Business owners are the driving force of our economy and help to create jobs and wealth. I believe that by helping to increase the strength of a business we can help to create more wealth for the business owner and their family, as well as help others by creating more jobs. It’s a positive domino effect that can have a large and lasting impact on local economies around the world.
A fiduciary is a person or organization that owes to another the duties of good faith and trust. Status as a fiduciary is the gold standard in wealth management and means the adviser is legally obligated to act in your best interests. As a Fiduciary I serve solely you the client and no one else. Most advisors are registered brokers or insurance agents and don't always have to put your interests first.
Capable Wealth is a fiduciary to its clients. A fiduciary is someone in a position of trust and confidence that must place the interests of those they serve ahead of their own. While the law is not entirely settled on whether a financial planner must serve in a fiduciary capacity, we believe they do and should. Capable Wealth embraces this role and the responsibility of always placing the client first.
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. I am a fiduciary – this is a fundamental value of mine and I wouldn’t have it any other way.
You can get started by scheduling an Introductory Meeting via the booking form on our contact page. We are excited to get to know you and will be happy to answer any questions you have regarding our process, services, philosophy, or any other related questions.
Still looking for answers?
Feel free to contact us with any additional questions you might have. You might also enjoy exploring our blog, packed full of useful articles covering a wide range of finance and lifestyle topics designed to help you on your path to achieving financial confidence.
