Capital Area Planning Group

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Capital Area Planning Group 0 Skip to Content Contact Open Menu Close Menu Contact Open Menu Close Menu We help senior managers and executives make financial decisions with clarity. Learn more We help senior managers and executives make financial decisions with clarity. Learn more Are you a Senior Manager or Executive? Are you looking to downshift or make a big career pivot within the next five years? Have you received equity as part of your total compensation from your employer, but haven’t developed a plan for how and when to turn those shares into actual dollars? Is your annual tax bill going up even as Federal tax rates have come down? Has your financial situation changed, but the advice you're receiving from your advisor(s) hasn't? At Capital Area Planning Group, we believe your financial plan should be as unique as you are. Take a look at our planning process in the video below. Here’s How We Can Help Our five-meeting onboarding process is designed to help you identify your financial priorities, rank them, and assign a dollar value to each of them. Then, we go to work developing a step-by-step financial action plan designed to help you achieve them. We perform an in-depth review of your important financial documents, such as W2s, tax returns, investment statements, equity compensation agreements, insurance contracts, mortgage statements, workplace benefits, etc. We then provide you with a detailed list of observations and recommendations based on our findings. We incorp

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