1019 Regents Blvd., Suite 103, Tacoma, WA 98466

Setup a Time with The CAP in CAPitalize

Want to Work with The CAP in CAPitalize?

What parts of your finances can we help you CAPitalize?

At Capitalize Your Finances, we want you to not just be financially healthy, we want to inspire you to be CAPitalizers! Our goal is to have our clients, both existing and new, grow to be confident with their finances. But more importantly than that, we want you to conquer every aspect of your financial life.

As of January 1st, 2023, a minimum requirement to work with The CAP in CAPitalize is having liquid investable assets of $250,000.

CAPitalize Your Finances

1019 Regents Blvd., Suite 103
Tacoma, WA 98466

Monday/Tuesday: 8:00 a.m. – 5:00 p.m. Pacific
Wednesday: 8:00 a.m. – 4:00 p.m. Pacific (available for video conference and phone call only)
Thursday/Friday: 8:00 a.m. – 5:00 p.m. Pacific


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There is no cost for an initial meeting or to go over a plan. Fill out the form below to get started.

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