Destiny Capital

Think of us as one part Chief Financial Officer and one part Concierge. We create a strategic focus to ensure that your financial life matches your actual life.

[Destiny Capital @DestinyCapital]

It's All Your Fault (in Your Business)
https://t.co/Nnn11cKNZv

[Destiny Capital @DestinyCapital]

How Your Brain Deals With Trauma
https://t.co/jcMoJhigUs

[Destiny Capital @DestinyCapital]

Your time and how you use it make the difference for your business. Essentialism can help you think about your time and your intention. Happy reading and thinking!
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[Destiny Capital @DestinyCapital]

Creating a Legacy
https://t.co/lS3Wfq7IyC

[Destiny Capital @DestinyCapital]

We are growing! If you have a great person who is also a gifted financial planner/paraplanner in your network please send them our way. Thank you! https://t.co/N1gkqKSdDr

[Destiny Capital @DestinyCapital]

#Retirement is the next step in your life journey and requires coming up with the right mix of daily income, splurge income, and reserve money just in case: https://t.co/kOpjCqvLtn

[Destiny Capital @DestinyCapital]

It’s difficult to make blanket statements that apply to everyone’s situation. We can take a client’s specific situation, and run a comparative analysis based on their data and their lifestyle: https://t.co/2rengi3kkW

[Destiny Capital @DestinyCapital]

We are truly passionate about the way our work with you can help you think bigger and live bigger so that you can pursue the things that truly matter: https://t.co/WIcrPjccxj

[Destiny Capital @DestinyCapital]

Being able to create financial structures and systems to reinforce the pursuit of goals allows our clients to focus their energies on achieving what truly matters to them: https://t.co/8xv2vNxUWf

[Destiny Capital @DestinyCapital]

In short, if you would like to review account performance, then Albridge Wealth Reporting is the tool for you. If you’d like to access monthly statements, tax documents, then you’ll want to use NetXInvestor: https://t.co/Uld0BSgfGP

[Destiny Capital @DestinyCapital]

Many people are buying #bitcoin and other #cryptocurrencies. If you are one of those people, be sure to keep your transaction records as they are classified as securities here in the US. If you sold it at a gain, that gain is taxable in the year it is recognized.

[Destiny Capital @DestinyCapital]

We have all heard that it is better to give than to receive, and many research studies have proven this timeless saying to be correct. Giving to others, especially during your own time of need, can make you happier: https://t.co/z2CGu0w4dV

[Destiny Capital @DestinyCapital]

Clients rely on us to take their full financial picture into account and then provide them with the important information that allows them to make decisions: https://t.co/gZJKxNptKM

[Destiny Capital @DestinyCapital]

The best relationships are built on connection and value. Our process is built entirely around connecting with and providing great value to you: https://t.co/IJLrEy5htg

[Destiny Capital @DestinyCapital]

Our focus with clients who are dealing with death or divorce is to help them understand what is happening with the changes in their life. Money is important but never as important as emotional wellbeing: https://t.co/8B4EVOXmBX

[Destiny Capital @DestinyCapital]

Turn down the volume on your purchase reminders. These constant reminders may help push you into making a purchase you probably didn’t really need or want.

[Destiny Capital @DestinyCapital]

If you are facing a big decision, please utilize your resources here at Destiny Capital. We’re here to help you navigate through the cloudy conditions. Learn more about Navigating Social Security Decisions With Poor Visibility: https://t.co/kWWk1EbwQz

[Destiny Capital @DestinyCapital]

Delegating the operations of your financial life can dramatically decrease the amount of time and emotional energy you must to devote to it. Learn more about Delegating Tax Loss Harvesting to Your Team: https://t.co/uHPCkiNO2R

[Destiny Capital @DestinyCapital]

Part of our work at Destiny Capital is in understanding the business or career trajectories that our clients want and then being able to tie in the financial component. https://t.co/I0BjBl4QC8

[Destiny Capital @DestinyCapital]

One of the last steps of the divorce process is determining how much, if any, alimony needs to be paid from one spouse to the other. Learn more about the 7 elements of #alimony payments: https://t.co/Eq6cC0e8l7