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Financial Planning

Design

Financial Planning*

The first goal of your financial plan should be to avoid outliving your money.

Do You Have the Plan That’s Right for You?

Our comprehensive advisory process known as a "Life Map" allows us to uncover what is most important— your values, needs, concerns and hopes in order to put together the best possible long-term plan.

Lifemap

This discussion is one of the most important components of any successful advisory relationships. We use industry leading software which helps us:

  • Manage Behavior to the Financial Plan
  • Review Distribution Sequence
  • Ensure you do not outlive you money
  • Taxes

This process uncovers current and potential future issues.

*Vanguard Advisor’s Alpha Donald G. Bennyhoff, CFA; Fancis M. Kinniry Jr., CFA June 2016

Financial Planning
Design
Understand and clarify your life and financial goals—then create a tailored financial plan designed to help make your goals possible.
Build
Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Protect
Provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.

Together We Can Make Your
"Someday" Possible

1 Do You Have the Plan That’s Right for You?

2 Do You Have Confidence Your Portfolio Will Get You There?

3 How Do You Stay on Track?

You face many important questions and decisions about your future. Let us help you preserve your hard-earned wealth and start building your financial legacy.

About Us

Who We Are
Our Ideal Clients
Our Advisors
Giving Back

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Financial Planning*
Investment Management*
Estate Planning

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Contact

Capital Associates
6901 Rockledge Drive, Suite 500
Bethesda, Maryland 20817

301-581-4108
  Send Us a Message

Rob Ugiansky
robert@capitalassoc.net
(800) 601. 5281

Mitchell Katz
mkatz@capitalassoc.net
(800) 601. 5281

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