Clarity Starts with a Conversation.

CERTIFIED FINANCIAL PLANNER™ Practitioners

Let's work together.

Schedule your free assessment to help you evaluate our services and make an informed decision about working together.

What to expect:

  • Schedule a 30 minute meeting.

  • We'll go over your situation & our process to see if it makes sense to work together.

  • This is NOT a sales call. The purpose of this call is to answer your questions and determine if, or how we can help.

  • If we determine we can help, we will create a simple planning timeline that shows a clear path to address your most pressing needs.

  • At the end of our call, we do not need to feel pressure to decide whether to work together. The only question we need to answer is whether or not to schedule a second meeting

Clarity Starts with a Conversation.

CERTIFIED FINANCIAL PLANNER™ Practitioners

Let's work together.

Schedule your free assessment to help you evaluate our services

and make an informed decision about working together.

What to expect:

  • Schedule a 30 minute meeting.

  • We'll go over your situation & our process to see if it makes sense to work together.

  • This is NOT a sales call. The purpose of this call is to answer your questions and determine if, or how we can help.

  • If we determine we can help, we will create a simple planning timeline that shows a clear path to address your most pressing needs.

  • At the end of our call, we do not need to feel pressure to decide whether to work together.  The only question we need to answer is whether or not to schedule a second meeting

Please select your preferred date and time below for your call.

Capital Strategies Group

Initial Discovery Call with Capital Strategies Group

30 Mins
Capital Strategies Group is a nationally-recognized independent financial planning and advisory firm. We are a group of fiduciary advisors that partner with high-income earning employees and executives to help them toward financial freedom and independence. We are selective about the clients we work with, and this discovery call will help us determine if or how we can help you. We will be clear and transparent about our services and pricing, and there's no requirement to move assets. We look forward to speaking with you.

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Capital Strategies Group

2151 E Baseline Road Ste. 101

Tempe, AZ 85283

Capital Strategies Group

2151 E Baseline Road Ste. 101

Tempe, AZ 85283


*This information does not constitute financial advice. Consult with your financial or tax professional regarding these strategies or topics.

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