Financial Literacy
We strive to inform and educate those with a desire to reach their personal and professional financial goals!
Our Mission
Capital Gains Society’s mission is to translate the language of investing and finance for the everyday person and small business.
Through courses, personal financial coaching sessions, and other mediums such as podcasts, interviews and social media posts; we seek to make the language of finance and investing more relatable for our members which will result in better financial decisions.
Our Services
Business Plan Review
Our courses are designed to teach you the fundamentals of investing. Each course adds another tool to your financial knowledge base tool belt and paves the way to becoming a great investor and more.
BANK ACCOUNT REVIEW
Utilizing strategies that Fortune 500 companies’ use to optimize their treasury departments and strategies; we will be able to streamline your banking similar to larger businesses.
Financial Literacy Coaching
One on one sessions that will assess your current financial habits and introduce you to tactics that will help you move towards financial freedom.
CAPITAL GAINS SOCIETY RETAINER
Monthly, quarterly, and annual optimization meetings to review your current forecasts vs. actual results. Forward looking strategy and action/risk analysis planning will be developed for you at a regular cadence.
Learn the Game
Our courses are designed to teach you the fundamentals of investing. Each course adds another tool to your financial knowledge base toolbelt and paves the way to becoming a great investor and more.
Get in Tune!
Media
Check out our video and audio content online. From interviews to podcasts, we have you covered. Remember to subscribe!
Trends & Gems
Current events impact the market. Trends & Gems keeps you in the know on what’s happening and what to look for next.
