Capital Planning Wealth Management

Apr 2024

My wife and I have been with Capital for many years now and have had a great experience. We always feel like Rob and Annie are on our team. They've helped us think through all the financial possibilities of our growing family! Building homes, buying cars, retirement investing, and college planning for our 3 kids are just a few of the things they've helped us navigate. I would recommend Capital with no hesitation.

Mar 2024

Jonathan, Annie and the Capital Planning team have been like family to us for over 8 years.They have made financial planning for our family easy.The onboarding process was great!Together we set goals and looked at our ENTIRE financial picture.The team guided us on the best path to take to maximize upside and limit taxes and risk.They really are servant leaders and it shows in each and every interaction.If you are turned off by all of the so-called "financial experts" out there and are simply looking for an honest, hardworking team that will get you to your financial goal line, look no further.

Mar 2024

Jonathon and Annie are amazing. They are the financial life planners you didn’t know you needed until you realized how helpful they are! One huge aspect that sets them apart from other financial advisors is the devoted relationships they form with their clients. They take the time needed to get to know you and understand your lifestyle/goals to appropriately plan for your future. Having all the right credentials, their team will create a customized strategy that leaves you feeling confident and prepared. We simply cannot say enough wonderful things about Capitol Planning. We are so very grateful for their service.Lauren and Greg