Welcome to Capital Gains Financial
Financial Freedom Starts Here!​
Imagine achieving financial freedom while staying true to your values! Experience a personalized Financial Plan designed to empower individuals to achieve their unique financial goals and transform their lives.
Which of these are important to you?
- Travel 1+ times a year?
- Earn 6 Figures?
- Buy a House?
- Follow your passion?
- Give your kids more than you had?
- Retire early?
- Pay off Debt?
(Achieving financial freedom is more than just managing your budget and putting money aside; it's about fully embracing the life you’ve always dreamed of.)
Personal Budget
Enabling Growth
- Set clear and achievable financial goals that inspire you;
- Examine and understand your current spending habits and trends;
- Empower yourself with strategies to shift your mindset and relationship with money;
- Learn how to prioritize your spending and saving to reflect your financial aspirations;
Create a personalized spending plan that works for you and your lifestyle;
Master the art of consistently monitoring and reviewing your spending plan for continued success.
Identifying your Values​
​Giving money Purpose
You might be asking, what’s the connection to Finance? At Capital Gains Financial, we prioritize what matters most to you—be it Family, Faith, or Security—in every financial decision we make. We take the time to understand your core values and create a strategic plan tailored around them. Let us guide you in aligning your finances with what you truly cherish.
​Investment Education
​Investing in your Future
We will guide you through every investment option available, empowering you to make the most of the opportunities before you. Since we don’t charge an AUM fee, our focus is not on managing your money but on equipping you with the strategies you need to feel confident in managing it yourself.
​Debt Management
Alleviating Stress
We will provide you with a tailored, step-by-step strategy to overcome your debt—be it Home, Credit Card, or Student Loan Debt. Experience personalized support to renegotiate interest rates and terms, ensuring you take control of your financial future.
All About Us
At Capital Gains Financial, we are driven by a single purpose: to empower individuals on their journey to financial freedom. Our team of seasoned consultants is equipped with extensive expertise and is passionate about guiding you every step of the way. Let us help you unlock your financial potential!
Contact Us
​9520 N May Avenue
Oklahoma City, Oklahoma 73120
​405-308-5263