Capital Dimensions

Services Offered

Capital Dimensions provides a range of financial planning services including retirement planning, investment management, tax planning, and estate planning. Their team of experienced advisors works closely with clients to develop strategies that align with their financial goals.

Cost Range

The cost of financial planning services can vary based on the complexity of the client's needs and the level of service required. Clients can expect to pay an hourly rate for consultation or a percentage of assets under management for ongoing services. Contact Capital Dimensions directly for a personalized quote.

Local Tips

• Located near the intersection of University Blvd W and San Jose Blvd, Capital Dimensions is easily accessible by public transportation and offers ample parking.
• Consider scheduling an appointment during weekday mornings for a more personalized experience as it tends to be less busy.

FAQs

• What should I bring to my first meeting? Bring any relevant financial documents, such as recent tax returns, investment statements, and a list of financial goals.
• Do they offer virtual consultations? Yes, Capital Dimensions provides virtual consultations for clients who prefer remote meetings.
• What is their cancellation policy? Clients are advised to contact the office at least 24 hours in advance to reschedule or cancel an appointment.