Welcome to your onboarding! Watch the video below and follow the steps to complete.


Payment & Agreement

You will receive a separate email that will allow you to sign your advisory agreement and submit your payment for advisory fees.


Getting to Know Each Other

Let’s get to know each other, better! Please click the button at the bottom of the page to share little bit about yourselves that will help me to get to know you.


Book Your Onboarding Call

In the video I mentioned what to have handy for our call, once you have those items together please visit capitalwize.co/book. Select the “I am a current Capitalwize Planning Client” option and the 90 minute timeslot.



Begin Your Process To Being a Client

We will officially begin the Onboarding Process for you to become a client!

Privacy Policy

Please download and retain a copy for your records. Find it by clicking here.

Firm Brochure

A copy of my firm brochure please download a copy and retain for your records.