An Opinion You Can Trust.

Work with a CERTIFIED FINANCIAL PLANNER™ for an unbiased and unconflicted review.

As a member of Capstone Health Alliance
we are making available to you

Without Cost the First Year

the financial planning services of My Financial Coach for your
hospital’s key employees and physicians.

Full access to CFP®s and online platform that aggregates
the hospital’s benefits with your personal assets
After the first year you will receive
the Capstone discount and pay only

$100/month

Cancel Anytime

Download Brochure

Our coaches can help you with:

Retirement Planning
Maximize Hospital Benefits
Estate Planning
Tax Planning
Cash Flow Management
Investment Management
Risk Management
Student Debt Planning etc.

Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.