Your situation
A business or property sale, stock or options, an inheritance, a settlement, or another major financial event.
Financial advisor matching
Find a financial advisor for a major money decision.
Tell us what you are dealing with. Capivise helps you find a financial advisor whose experience fits the situation, then you decide whether you want an introduction.
Select Your Liquidity Event
Start with your situation.
Choose the scenario closest to yours.
I am Selling a Business
Find help with taxes, investing the proceeds, creating income, and planning what comes next.
I am Selling a Property or Considering a 1031 Exchange
Understand 1031 deadlines, replacement property, DSTs, capital gains, and your options for the proceeds.
I am Managing Stock, Options, or Equity
Find help with RSUs, stock options, tender offers, taxes, and reducing the risk of one large position.
I am Receiving an Inheritance or Settlement
Take time to plan before investing, gifting, moving money, or making major family decisions.
Planning difference calculator
See how a small percentage can become a large dollar amount.
Choose an amount, a time period, and an annual percentage. The calculator shows the simple dollar difference and the questions an advisor should be able to help you answer.
How to use this
Ask a prospective advisor what they may improve, which risks they may help you avoid, and whether the potential benefit is worth every fee and cost.
Why these questions matter
Vanguard identifies asset allocation, costs, rebalancing, asset location, withdrawal strategy, and behavioral coaching as areas where an advisor may add value. The SEC advises investors to understand and compare all fees. Vanguard research ยท SEC fee guidance
Illustrative education only. The tool uses simple multiplication, does not compound, and excludes investment performance, taxes, advisory fees, product costs, and implementation risk. It does not predict results or guarantee that an advisor will improve an outcome. Capivise does not provide investment, tax, legal, accounting, or financial planning advice.
A short private intake
Tell us what you are dealing with.
Capivise asks about your situation, timing, the people already helping you, and what you want from an advisor. You do not need to upload private financial documents.
Timing and deadlines
Closing dates, tax years, lockups, 1031 deadlines, payout timing, or other time-sensitive decisions.
People already helping you
Your CPA, attorney, current advisor, trustee, business broker, qualified intermediary, or no one yet.
Permission to connect
You decide whether to provide contact details and request an advisor introduction.
Prepare for the meeting
Know what to ask before you meet an advisor.
Use these guides to understand fees, credentials, registration, conflicts, and the questions that help you decide whether an advisor is right for you.
Ready to find an advisor?
Capivise is an education and introduction platform. It does not provide investment, tax, legal, accounting, insurance, or financial planning advice.