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.

Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.

Estate planning and trust services include:

Last Will & Testament
Revocable Trust & Pourover Will
Guardianship Nomination
Advance Health Care Directive

After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.