6310 Greenwich Drive
We were founded in 2020 by Chris Pratt, G. Leah Stapleton, Donnalee Bowles, Noemi Bedford and Corey Solorzano. Our team has extensive experience working together from our time at WHP Financial Planning, Chris’ former firm. Everyone is excited at the opportunity to partner with Chris on his new venture. Our mutual values and shared vision allow us to offer the high level of service and help our clients expect.
One of the many benefits of working with our financial planning firm is that we can simplify complex financial topics and tailor the advice to your specific life situation. Individual team members are encouraged to contribute to all areas of the company to discover what they enjoy doing most. We believe this approach allows us to enhance the services offered to our clients. The direct result is that clients are working with professionals that are passionate about their careers and look at this as more than just a job. Our passion is creating financial plans and giving advice that people can understand and use. We work to empower educated clients to make decisions and take action.
It sounds simple, but our We Help People tagline is meant to honor our history and provide a consistent approach to our work. We are dedicated to the goals of our clients as we subscribe to the strict standards set forth by the CERTIFIED FINANCIAL PLANNER™ code of ethics. We will always act in the best interests of our own clients.
We are dedicated to helping people navigate their financial lives by providing a safe haven to discuss important, personal financial issues. We provide education and advice backed by decades of combined successful financial experience and we strive to build lifelong relationships with our clients.
We are a team of compassionate and honest people committed to creating a comprehensive roadmap to help you confidently achieve your financial goals.
We would like to congratulate our own Donnalee Bowles who competed and won the right to be one of four Visionary speakers at the 2022 Advisor Group Women’s conference in Austin, Texas. She spoke on our Culture of Caring and how it influences her work at CAP Financial Planning. Doing the little things for our clients can make a big difference.