Kap Planning is a financial planning firm based in New York, NY, offering innovative and practical solutions to life's financial problems through their unique Wealth Empowerment process. Their comprehensive services include wealth enhancement, wealth protection, business transition and exit planning, proactive tax mitigation, underwriting advocacy, legacy building, and philanthropic planning.
With a goal to hand control of their clients' finances back to them, Kap Planning utilizes their unique processes such as Goal Clarify, Vision Maximizer, Simplify Operation, Realize Transition Toolbox, and Empower Legacy Builder to help clients clarify and expand their goals, organize their financial operations, realize their intended exit or transition strategies, and successfully pass on financial assets and core family values to the next generation.
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