Skip to content
Resources & Intelligence for the Greater Good

Resources & Intelligence for the Greater Good

  • Principal Biography & Experience
  • Special Needs Financial Services Institute™ (SNFSi™)
  • Code of Standards and Ethics
    • Privacy Policy
  • Contact Information
  • Events
  • Articles & Resources

Contact

We welcome the opportunity to learn more about you and share more about us by phone, video conference, or in person.

Lisa A. Cohen, CEO  

lcohen@capitalmotion.org | 617.545.7937

Share

  • Click to print (Opens in new window)
  • Click to email a link to a friend (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Twitter (Opens in new window)

This website and its contents are published by Capital Motion LLC, The Special Needs Financial Services Institute, Orleans MA 02653. Copyright (c) Capital Motion LLC, 2017-2023. All Rights Reserved.

The information provided on this website and the documents included on it do not, and are not intended to, constitute legal, tax, investment, financial, or other advice. All content is of a general nature and does not address the circumstances of any particular individual or entity. Use of this website does not create a professional-client relationship between you and Capital Motion LLC or any of its professionals or affiliates. Always seek professional advice for recommendations specific to your personal situation.