The Project

The Capital Growth Formula

Ok, but how do I make this money grow?  There are a few key factors to a thoughtful investment plan, so in the CGF we will:

1. Provide you with clarity and confidence on the “why” behind our recommendations.

2. Deliver specific investment recommendations for each of your accounts (IRAs, 401(k)s, 529 plans, taxable brokerage accounts, etc.)

3. Discuss the next steps to implement and maintain these recommendations going forward.

COST: $500*
*Does not include the cost of investment management which is 0.75%
capital growth formula - new wealth