Who We Serve

We Serve Professionals & Entrepreneurs In Their 30s And 40s

Do you want to elevate your finances? Would you like to travel and take vacations more frequently? Are you considering buying a home, or are you eager to get rid of your student loan debt? Do you want to save for your child’s college education, or are you wondering much you should save for retirement

By working together as partners, we can provide clarity around financial decisions and help you reach your goals. We enjoy getting to know you on a personal level so that we can provide a financial plan tailored to your situation. 

Do You Want To See If You’re A Good Fit For District Capital?

We have five quick questions to see if you are a good fit.

Not all of these will apply to every client. But do one of the following apply to you?


Does This Sound Like You?

Financial Planning for Families

Meet the Sanchez Family

Couple with 1 Child

Small business financial planner

Meet Ronil

Small Business Owner

Federal employee financial planner

Meet Kat

Federal employee

Financial Planning for couples

Meet Jamie and Alex

Married Couple

fiduciary financial planner near me

We enjoy working with clients who are:


You are highly motivated to optimize your finances and achieve your life goals. You are willing to put in the effort. Your gut is saying: “Let’s do this!”


You ask questions when things are not clear. You understand that together as partners, we can achieve great results.


You feel comfortable using online apps, and sometimes find it fun to use.


You want to make this world a better place. You donate to charity or do volunteer work. We find that inspiring.

Professionals in their 30s and 40s

You are in your 30s or 40s, have disposable income, and may be working in consulting, technology, nonprofit or the military. You may also be a small business owner.

Ready To Maximize Your Finances?

Schedule A Free Discovery Call

10 Key Questions To Ask A Financial Advisor

Want to know the right questions to ask?