William Orr

Tom took care of our accounts and made what was a daunting process when we tried on our own. He took over and made it so simple and easy and walked our previous provider through the process and even guided them on the correct direction. I will recommend him and Capitalize to anyone I know who has a similar situation.

I've followed Brennan and the team for over the last year and really enjoyed the free content/lifestyle that he and his wife were able to enjoy. I did not have any financial education and I knew that we needed some help to set ourselves up for the future. My wife and I signed up for the course and dove in head first. Everything is laid out for us and structured to make things easy as can be. The entire has been so helpful and responsive while helping guide us through the first month, which is where most of the work needs to be completed. We just finished up our first month in the Academy and we've had so much support from others in the community. It's been really rewarding to see where are finances are and what we need to do to ensure our future is secure. My wife and I want to be taken care of but also love to travel and spend time with our family. The Academy's unique approach to this will allow us to continue doing this while also automating our investments so we don't need to worry manually keep up with everything and can enjoy more quality time with each other!