Individual administrative support

Financial          Life  skills presentations

Personal financial coaching

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.

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Are you a busy professional, Senior, Frequent Traveller, busy adult, or person with a disability, who doesn't have the time, patience or knowledge to manage your paperwork?


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?

real stories, real help


Assisted Living resident, Stroke Survivor

  • When was the last time you reviewed your credit report?
  • Are you really paying down your credit card debt?
  • Are you financially organized in the event of a major life change such as the death of a spouse, house fire or flood, or financial crisis?
  • Do you keep an emergency fund?
  • Have you contributed to your savings?
  • Are your important life documents up to date?


Mother going through difficult divorce


Recent widow, lacked confidence in her financial life skills

we do the paperwork, you live your life...

capitalwise educational services, llc does not provide legal, accounting, tax, investment, insurance, banking or other financial advice

we do the paperwork, you live your life...





do you know where your finances are?