Your CFP’s mission statement

Your qualified personal financial services firm is run on the principle of centralization of financial decisions at the top (as top as you can get, actually), and extreme strategic delegation to appropriate asset managers, insurance companies, banking relations, tax partners and Estate and Trust services so we can do what is most important with regards to your situation. We stay lean and focused. This approach eliminates large layers of costs and dramatically speeds decision-making. Because everyone has a great deal to do, a very great deal gets done. Most importantly, it enables us to attract and retain some extraordinarily talented partners – people who have ownership on their respective duty regarding their particular skills to better your finances – who find working with our firm to be identical to working for us, but with freedom and independence under their own business’s umbrella. We have placed our trust in them and their achievements have far exceeded that trust.

Our goal is to do what makes sense for CAPitalize Your Finances’s clients and employees at all times and never to add to the unneeded.

I much prefer clients who like my obsessive level of service, dedication to my craft, my custom menu of strategies and love returning year after year. It would be hard to find a better group to sit in the CAPitalize Your Finances, LLC “seats” than those already occupying them. My hope is to continue the extremely low client turnover among my clients, reflecting a group that understands my operation, approves of my policies and comprehends my expectations, and I hope to deliver on those expectations.

Your Certified Financial Planner, Wealth Manager and steward of your trust,