Jared Paul, CFP®, CIMA, CSC Capable Wealth
About Jared Paul, CFP®, CIMA, Certified Strengths Coach
I’m Jared Paul and I’m on a mission to help people live better lives.
I want to serve individuals of my generation so they can start making smart decisions that will help change their lives, not just for some far-off goal like retirement, but for today, now!
I am the founder of Capable Wealth, a holistic financial planning firm that specializes in fee-only, comprehensive financial planning for young doctors and dentists in the early stages of their careers.
We help successful individuals bridge the gap between their current life and their dream life by creating a plan to implement smart money habits. We are here to walk with you on your journey as you grow your wealth, and discover what you are truly capable of.
I am highly trained in the areas of financial planning and investment management having earned the Certified Financial Planner ™ designation (CFP) as well as the Certified Investment Management Analyst designation (CIMA). I have worked in finance for almost a decade at some of the top firms in the industry in multiple capacities, helping to provide me valuable insight.
I strongly believe in the positive force that is created from helping others, especially those who are less fortunate. For that reason, I am a member of the FPA (Financial Planning Association) Pro-Bono Committee and work with groups such as Habitat For Humanity, and a number of other organizations committed to providing financial literacy to people in need.
I also co-founded and run a charity golf tournament to help raise awareness and support research in the fight against Cancer and Muscular Dystrophy. This is near and dear to my heart after losing my mother to breast cancer in 2013.
When I’m not helping clients live better lives you’ll find me playing sports (former college runner), learning new languages, camping/backpacking with friends, and I’ve recently taken up improv. My family and close friends are very important to me, so I spend a lot of time driving around the Northeast to visit them all.
Every time you make a purchase you are bringing something into your world. It could be a materialist item like a car, home, article of clothing, or it could be something like an experience. Traveling to a new country and experiencing a new culture can be something you never forget, and stays with you forever. […]
The post The Worry Factor – How To Reduce Stress With Better Buying Decisions appeared first on Capable Wealth.
If you’ve been having trouble accomplishing some of your financial goals, it may be because you’ve been attacking it from the wrong angle. We can sometimes feel like we have to do lots of planning before we can take action on an endeavor. But, sometimes, the best thing to do is to simply begin funding […]
The post Ep #078: How To Fund Any Financial Goal With A Profit-First Mentality appeared first on Capable Wealth.
Newsflash: If you had to think about the answer to this question for more than 1.3 seconds, you need to reconsider your mentality around money and life. Your dream life should not be predicated on how much money you might have, or being rich. Let me clarify. In the past I’ve written about how money […]
- Gen Y/Millennials
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Monthly Fee: $595+/mo
- Quick Start Meeting: $495
- Non-Registry State – New York
- New York