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 Report™ (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 Report™, and one "power session"
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:
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.