You Have Goals. We Have a Plan.

Whether it’s planning for retirement, starting a new business, or buying a home, each significant life stage is made less stressful and more joyful with intentional planning and preparation.

Know and Grow Your Net Worth

Spend and Save Money Confidently

Achieve Financial Milestones

Are you making the right financial decisions to get ahead?

You may be many years from retirement, but you’ve been in the work world for a while.

Do you ever feel you could be be further ahead if only you made better financial decisions?

Time for a financial progress checkup.

You may be wondering:

"What can I do to lower my tax bill?"

"Am I putting enough in my retirement accounts? Am I even investing properly?"

"If something were to happen to me, will my family be covered?"

"How much do I need to put away if I want to switch careers or retire sooner?"

"Am I saving enough for the future I want?"

Let’s take the guesswork out of your finances so you can feel more confident about your future.

how it works

We begin every engagement by uncovering what financial needs, wants, and goals are most important to you.

Then, we work together to create a simple, smart, powerful plan that will guide you and grow with you.

01

Schedule an initial consultation where we assess your current financial situation and determine your next best course of action.

02

Share your financial statements for us to analyze and create a customized plan with easy-to-follow action items.

03

Execute on the actions items and strategies assigned in the financial plan.

our services

A Snapshot of Our Financial Planning Services

Retirement Planning

Tax Planning Strategies

Cash Flow Management

Debt Management

Child Expense Planning & College Savings

Estate Planning

Insurance Analysis & Risk Management

Investment Analysis, RSUs, Equity Compensation

Business Planning

Employee Benefits Optimization

Frequently Asked Questions

How do you bill if I only want financial planning services, not management of my investments?

We bill an hourly rate for financial planning as a stand alone service.

I want to manage my own investments. Can I just hire you for financial planning services only?

Of course!

We do not require that you invest with us in order to receive help. It goes the other way around too: we can help you manage your investments as a stand-alone service.

What deliverables or reports will I receive?

You will get 4 tailored, personalized deliverables. It includes your net worth statement, cash flow plan, financial plan executive summary that includes all the analysis, action items checklist.

How often do I need to update my financial plan?

We will need to update your financial plan when a major life event happens such as you losing your job, you get a pay raise or large bonus, you got married or have children, you want to buy or sell a home, etc.

Typically, clients who hire us strictly for financial planning and not for investment management will come back to us to update their plan every 1.5 to 2 years.

Didn't find an answer to your question?

    
 
 
        
   Susan Frederick 
 2024-05-13
 
 
  I was searching for a financial planner prior to planning for retirement.  Capital Benchmark was referred by a friend.   Helen and her team have been very professional, easy to work with and have provided good financial advice.
  
 
       
   Corinne Levy 
 2024-04-02
 
 
  Helen and her team are incredibly organized, tech savvy, and knowledgeable. CBP has helped us to invest our money and stay on track toward a secure future for our family.
  
 
       
   Trang Vo 
 2024-03-23
 
 
  Great service and very thorough!
  
 
       
   Andy Pruett 
 2024-03-22
 
 
  I've been a client of Helen and Capital Benchmark Partners for at least five years by now, maybe more. Her team is excellent, responsive, and responsible in all the ways that motivate me to be better in control of my finances. Highly recommended.
  
 
       
   Christopher Hansard 
 2024-03-15
 
 
  Helen and her team are great. They are super responsive and go out of their way to make sure you're comfortable with their services.
  
 
       
   Ana-Marie Colet 
 2024-03-14
 
 
  Regardless of income, this group of professionals are amazing at expanding your portfolio and investing with your best interest in mind.

We met Helen about 6 years ago and have appreciated how honest and straightforward she was. She has never sugar coated or made empty promises. She set out a financial plan that we could (a) easily understand and (b) lined out with our financial goals. And during the 5 years we’ve been with her, she has made a substantial impact on our portfolio.

Something that really stood out is the way she navigates between my husband and I. We both have different ways of understanding and processing information, and Helen will take time to meet with us if one, or both of us aren’t understanding or have questions. The same is said for her team. I get responses within an hour if not sooner! They make us feel like their only clients!

We appreciate Helen and her team!
  
 
       
   Corey Goerdt 
 2024-03-14
 
 
  Helen, Karishma and the whole team at Capital Benchmark Partners have been a joy to work with. Helen came highly recommended from an attorney friend, and she's lived up to the hype - and then some. She's always responsive, even to probably simple / ridiculous financial planning questions. And she has simplified our financial planning lives to the point where she takes care of 99% of everything we need to do, while giving us clear instructions and take-aways to accomplish the other little bit ourselves. I recommend Helen's team to everyone I talk to about financial planning (mercifully for me, not too many) and would recommend Capital Benchmark Partners to anyone else looking for a highly competent, organized and responsive financial planner.
  
 
       
   Will Shin 
 2024-03-14
 
 
  We've been with Capital Benchmark Partners for years now and they've been an integral part of our financial success and well being. Things I love: regular/clear communication, great listeners, timely execution and the feeling they have our best interests in mind. Highly recommended if anyone is searching for a financial planner!

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