The Project

The Capital Growth Formula


The Capital Growth Formual does two things really well:

  • Prioritize: The CGF helps each client determine where to save and how much to save. When considering retirement accounts, college savings, or a family emergency fund, we will help develop a personalized approach tailored to your specific plan
  • Educate: The CGF provides each client with the “pillars” of effective investing and a written asset allocation policy. This information provides the intellectual foundation that your investment plan is built upon, as well as the tactics necessary to navigate both good markets and bad.
COST: $350*
*Does not include the cost of investment management which is 0.55%
capital growth formula - new wealth