Our planning process includes CPAs, financial advisors, and business consultants where applicable, helping you realize synergies and tax-efficiencies.
Comprehensive
We review all your assets and liabilities to prepare a comprehensive financial plan to address your goals and objectives.
Interactive
At Capital Data Science we view financial planning as an interactive process between the client, our team, and outside stakeholders and advisors.
Investments
For clients utilizing Capital Data Science investment advisory service, the results of your financial plan are utilized to guide investment policy and strategy.
Portal
Your financial plan is available in our online portal where it can be updated and reviewed. We recommend that clients meet with an advisor annually to review the plan and make adjustments.
