Yes, You Can Have a Financial Advisor Even if You Aren’t Rich

Guide to Navigating Volatile Markets Flowchart

Often times, people know that a financial advisor will be able to help them achieve their financial goals (paying off student debt, saving for a house, preparing for retirement, etc…) but are hesitant to reach out to advisory firms in fear that they will say their net worth is too low. 

At CAP Northwest, we firmly believe that financial planning is for everyone. Regardless of how much money you have, there are goals you want to accomplish. When you come to get financial advice, you should be getting it from people who understand your situation, your goals AND will help you create a realistic plan to get you there. 

From the second you meet with a CAP Northwest financial advisor, you can tell that we are a no-frills, honest and down-to-earth. Our goal isn’t to make a commission, it is to help good people feel great about their financial decisions. Whether you make $30,000 or well over six figures, you can be certain that you will receive the same fiduciary advice and outstanding service. 

Give us a call today, we are here to help. 

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