Gillian Springer Iāve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions ā it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands.
I didnāt know exactly what to expect when we started working together, but what Iāve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. Theyāve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life.
Every individual Iāve worked with at Capital Planning has exemplified professionalism and care. Iām deeply grateful for the partnership and the support they provide.
5 /5