Will Kaplan, CFP®

Director of Technology
Portrait of Will Kaplan

My Story

Coming soon…

How I’m expanding what’s possible with money

For work, I help clients live into their financial plan by creating inventive ways to be a better accountability partner. At home, I strive to provide the education, tools, and experiences for my children so they can learn to expand what is possible in their lives.

Outside of work, my passions include

My family, which means you are very likely to find me on the sidelines of a youth lacrosse game. Both my children fell in love with this sport and it’s taken over our family in the best possible way.

Follow Will Kaplan

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.