Since 2012, CapitalWise has been devoted primarily to one-on-one support of those who need administrative assistance, as well as those who need financial life skills coaching beyond paperwork support. We have helped seniors, widows, those recently divorced and others. Call us to find out how you or your loved one can benefit from our personal assistance.
Let us help you.
Does your organization need a speaker for a seminar, luncheon or other function?
Are you a recent widow or divorcee who now needs to take control of your finances?
Are you anyone who wants to boost your understanding of and confidence in your basic financial life skills?
Do you manage an independent living or assisted living facility whose residents need support with paperwork and administrative tasks?
Do you yourself or a loved one need help with paperwork?
Assisted Living resident, Stroke Survivor
Recent widow, lacked confidence in her financial life skills