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Our Mission Statement

At Capital Planning Group LLC, we have the client—and only the client—in mind. 

Our mission is to design and empower a Life Well-Lived. Our strategic process is to help you discover what you want to accomplish, develop, and design. This is customized for each and every client's individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to deploy all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.


Designing and Empowering a

Life Well~Lived