CAPitalize on financial opportunities.
Capital Assets Planning, Inc. is a Registered Investment Advisor firm that provides personalized and comprehensive financial recommendations to clients. CAP strives to develop meaningful relationships with clients, while minimizing their financial uncertainties. Investment Advisory Services are offered through CAP; which is not affiliated with Grove Point Financial, LLC or its subsidiaries. Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal.
Natasha G. Cashman, CFP® and Constance M. Dupras, CFP® are Investment Adviser Representatives of Capital Assets Planning, Inc. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Natasha G. Cashman is a Registered Representative of Grove Point Investments, LLC. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed.
Please verify with CAP that we are registered in your state so proper licensing may be obtained before advice is offered.
CAPITAL ASSETS PLANNING, INC.
REGISTERED INVESTMENT ADVISER
7207 Gordons Road, Falls Church, VA 22043
PHONE: (703)204-9410 • (800)410-3891 • FAX: (703)204-9439
EMAIL: cap@capdupras.com
Securities offered through Grove Point Investments, LLC Member FINRA/SIPC.
GPF Form CRS: https://atriawealthsolutions.app.box.com/v/Grove-Point-CRS
CAP Clients: You may access the SEI Client Portal HERE.
You may access the Investigo Client Portal HERE.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?