Testimonials

  • Actionable advice for young immigrants!
    Aditi
  • Thanks for the great session. I will schedule a 1 on 1 with you. Until then it's possible to share the recording to us?
    Ankit Chandra
  • Very relevant and extremely helpful
    Avinash

Services

Priority DM . 3 days reply
FREE
Video meeting . 30 mins
$100
Video meeting . 30 mins
$100
Popular
Digital Product

NRI Investing Webinar (Replay)

Replay of webinar from 29 Sept 2023
FREE
Popular
Video meeting . 30 mins
$100

Ratings and feedback

5/5
4 ratings
3
Testimonials

About me

I'm the Founder and Lead Planner at CapitalWe, a virtual fee-only financial planning firm to provide financial guidance and support to immigrants who work in the tech industry. CapitalWe is a Registered Investment Advisor in the states of Virginia, Texas and California. I have had to learn about money, equity compensation, the US tax code, and wealth building the hard way after moving to the US at the age of 17. I want to make it easier for all of you to learn and get a jumpstart on your wealth building journey. My philosophy is simple. I believe that: 1. You need the right foundation before you can compound 2. There is no ONE way to get rich 3. You can do a lot with a little, but you need to know the ins and outs of the system 4. There is a concept of ENOUGH. 5. Personal Finance is Personal, so what works for someone else might not work for you