Warman Capital works with professionals and families that want to take a more intentional approach with their financial future.  In our experience, many view finances as something that can be stressful.  It doesn't have to be that way and we can help.  

Our promise to our clients:

  • Understanding - We believe in listening to the needs and desires of our clients to get a full picture of their priorities, dreams, and goals.  This is your plan, we are simply there to guide and give perspective.
  • Honesty - We believe in transparency so ask all the questions you like, we appreciate the opportunity to explain along the way so everyone feels confident in their choices.
  • Respect - We all come from different experiences and we honor the uniqueness each client brings to our firm. 
  • Communication - Our hope is the relationship will be one that lasts for years to come.  So communication is critical to insure we meet regularly to discuss changes impacting your plan.

 

What is a Financial Plan?

Curious about what we mean when we say Financial Plan?  Take a look at this quick overview to see the type of plan we create here at Warman Capital.

Who We Serve

We spend the majority of our time working with leaders and professionals in Big Tech. The majority of our clients receive equity based compensation and or cash bonuses. Navigating the unique challenges that come along with these types of income is a primary topic of discussion. Our clients are commonly in higher tax brackets and are looking for opportunities to reduce their tax obligations as they earn, accumulate, distribute, and transfer their legacy over time.

We commonly get asked the question, what is your minimum? The answer to this question is, we don't have one. However, there are five questions we ask ourselves before bringing someone on as a client:

  1. Do we enjoy spending time together?
  2. Do their financial decisions align with what is in the best interest of their family?
  3. Are they coachable?
  4. Do they appreciate professional advice?
  5. Are they willing to pay for professional advice?

If the answer to these five questions is yes, then we will welcome you with open arms.

Boost your financial knowledge.