Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, charges and expenses.
Please consider reading our full disclosures.
What are your goals? How did you get here? We'll guide you through telling us about yourself.
If it makes sense to proceed, we'll set up your accounts (including transfers and rollovers).
We'll present a baseline financial plan based on our Discovery, and work with you to refine the recommendations.
We'll meet every three months to review the progress of your investments, and to update your targets in your plan. In the interim, we'll monitor your investments.
As a Price Capital client, you'll get a portal where you can connect all of your accounts. You'll also get online workshops, videos, financial reports (which are useful for applying for loans), and a secure online vault for your important papers (protecting them from floods and other disasters to your home, and organizing them in case something happens to you).
Michelle Price is an alum of Rice and Stanford Universities, and has appeared on ABC News, PBS' Nightly Business Report, and the New York Times with wealth management advice. Her book "How to Buy Stocks Online" is available on Amazon along with a budgeting and portfolio management workbook.These resources are not an offer to provide advice nor a recommendation to invest, and are for informational purposes only.
We independently search for opportunities in all markets -- including stocks, bonds, ETFs, foreign exchange, and commodities.We then tailor our recommendation to your profile and objectives -- whether you're long-term conservative or just seeking short-term gains.
We're fee only, and don't charge commissions. We're also credible and experienced. Our clients often view us as their trusted, smart and objective advocate, and often seek our opinion on non-financial matters as well!
We're your quarterback. We'll work with you to develop a strategy to help you hit your life goals, manage your investments, and connect you with specialists (tax, attorneys, etc.).
Contact us below. We'll follow up to learn more about you and your goals, and we'll both proceed if it makes sense. We have a $100K minimum, but are open to exceptions.
