What Sets ConCap® Apart?
Not Your Typical Financial Advisory
We are different from average financial advisors in that we are focused on helping clients retire from their 9 to 5 jobs much earlier than age 65. Our ideal client comes to us between the ages of 20 and 35, thirsty to learn. They put in the work to get results. It’s worth it, but it’s not easy.
We encourage our clients to cut their spending and invest anywhere from 30%-50% of their income. This allows successful clients to do more than just retire. The financial security they achieve gives them the freedom to live life how they want, whether that’s traveling the world, starting a business, or engaging in philanthropic work.
Automating Investments
Our goal is to get our clients to a point where they are earning a living wage off their investments. This isn’t like having a full-time job. We help our clients automate the investment process so their investments make money without becoming a second job. This gives our clients the freedom to focus on whatever their life’s true calling is.
Reaching the point of automated investments doesn’t happen overnight. This is a process that takes years of careful financial planning and very intentional spending habits. This is why we engage in quarterly meetings with each client, to encourage them and keep them on track.
Comprehensive Financial Planning
We do more than help our clients invest. We are a comprehensive financial planning and investment management firm. Our mission is to help clients in every aspect of their financial situation. We start by getting an understanding of our clients’ total assets, income, expenses, and spending. Of course, our biggest focus is on helping them invest wisely, but we are also there to advise and take care of estate planning, tax planning, and insurance planning as well.
