NAVIGATING YOU ON YOUR JOURNEY TO FINANCIAL FREEDOM

NAVIGATING YOU ON YOUR JOURNEY TO FINANCIAL FREEDOM

You can’t change the direction of the

wind, but you can adjust the sails.

Every clients situation is different and our values first approach to financial

planning starts with knowing what is truly important to you, your family,

and the life you dream to live.

You can’t change the direction of the wind, but you can adjust the sails.

Every clients situation is different and our first approach to financial planning starts with knowing what is truly important to you, your family, and the life you dream to live.

The goal is not to sail the boat, but rather to help the boat sail herself.

 

– John Rousmaniere

Our Services

Whether you’re starting out or somewhere mid-journey, you deserve both a reassuring financial plan and an innovative investment strategy.

financial-capital-management-income-planning

Income Planning

To start the Nautical Planning Approach, we evaluate your current income situation & expenses to ensure they are sustainable for your life.

financial-capital-management-healthcare-planning

Healthcare Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare

financial-capital-management-investment-planning

Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals.

financial-capital-management-legacy-planning

Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit.

financial-capital-management-tax-planning

Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability.

financial-capital-management-many-pieces-one-plan-planning

Many pieces, one plan

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

Our Services

Whether you’re starting out or somewhere mid-journey, you deserve both a reassuring financial plan and an innovative investment strategy.

financial-capital-management-income-planning

Income Planning

To start the Nautical Planning Approach, we evaluate your current income situation & expenses to ensure they are sustainable for your life.

financial-capital-management-healthcare-planning

Healthcare Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare

financial-capital-management-investment-planning

Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals.

financial-capital-management-legacy-planning

Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit.

financial-capital-management-tax-planning

Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability.

financial-capital-management-many-pieces-one-plan-planning

Many pieces, one plan

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

financial-capital-management-tax-planning

Our Services

Whether you’re starting out or somewhere mid-journey, you deserve both a reassuring financial plan and an innovative investment strategy.

financial-capital-management-income-planning

Income Planning

To start the Nautical Planning Approach, we evaluate your current income situation & expenses to ensure they are sustainable for your life.

financial-capital-management-healthcare-planning

Healthcare Planning

Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare

financial-capital-management-investment-planning

Investment Planning

Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals.

financial-capital-management-legacy-planning

Legacy Planning

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit.

financial-capital-management-tax-planning

Tax Planning

The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability.

financial-capital-management-many-pieces-one-plan-planning

Many pieces, one plan

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.

Podcast

French Capital Planner

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Risk Tolerance Assessment

Risk Tolerance Assessment

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