Entities

Capstone Wealth Partners

Acronym
CWP
Location
Founding Date
2009

Capstone Wealth Partners helps create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. A modern independent financial planning firm, CWP crafts an integrated college, retirement, and investment plan. CWP was launched to find and provide good financial advice that large national firms are lacking - especially in the area of college planning. Ever since day one, Capstone Wealth Partners has continued to adapt their service model to the changing needs of their clients - the college-bound family.

CAPSTONE WEALTH PARTNERS SERVICES & PRICING

College Money Reportâ„¢ (Free)

  • A college affordability assessment for one student

  • For HS students with a standardized test score/list of colleges

  • List of three colleges, one College Money Reportâ„¢, and one "power session"


Foundations Plan

  • A project-style financial planning service (core topics needed for a college-bound family)

  • For college-bound families planning for college and retirement, or who wants to invest

  • 3-meeting series: Get Organized Meeting; Get a Plan Meeting; Get Ahead Meeting

  • Families: $1,500; $1,250; $950


Capstone Planning ($3,000 annual minimum)

  • Ongoing comprehensive planning advice (personal finance with a regular schedule of progress meetings)

  • For those who continually plan on:

    • Financial planning

    • Ideas

    • Delegate investment management to a professional

    • Accountability partner to stay on track toward goals

  • Progress meetings at least every 6 months

  • College focus sessions

  • Ad hoc planning meetings as needed for life & financial transitions also included.