Get Your ‘Financial House’ in Order
Common Financial Concerns of Executives
- Am I saving enough?
- What’s the best strategy to pay off debt?
- Am I on track to retire on my terms?
- Do I understand my 401K and investment options?
Contact us for a
Free Consultation
How we help:
ORGANIZE
We will help you get organized financially – using a Balance Sheet and our Wealth Plan Summary tools, we will prioritize financial topics and issues to address (debt payoff, tax efficiencies, etc..)
ANALYZE
We will accurately establish your risk tolerance levels using state of the art risk analysis technology to determine if your current investments match what you intend.
PLAN
We will develop a Financial Plan specific to you, using our comprehensive retirement planning software platform, that lets you know where you stand today and what we need to do to get on and stay on track.
EXECUTE
I will educate you on the Investment Options that are available to you through one-on-one consultations and I will provide some useful tips and reports on how to manage your 401k investments on your own or discuss how the delegation of management would work.
Pricing
Financial Planning Subscription Tiers
- STANDARD $75 / Month
- PLUS $150 / Month
- PLATINUM $250 / Month
STANDARD
$75mo
2 Calls / Yr.
- Riskalyze Risk Analysis completed with Wealth Advisor
- Balance Sheet & Wealth Plan Summary
PLUS
$150mo
4 Calls / Yr.
Summary Financial Plan Development
- Goal and objectives established
- Asset Allocation Analysis
- Accumulation Planning
- Income & Distribution Planning
- Tax and Inflation Forecasting
- Financial Plan Stress Testing
- Plan Summary Consultation
4 HOURS OF PREPARATION
- Riskalyze Risk Analysis completed with Wealth Advisor
- Balance Sheet & Wealth Plan Summary
PLATINUM
$250mo
6 Calls / Yr.
Detailed Financial Plan Development
- Goal and objectives established
- Asset Allocation Analysis
- Accumulation Planning
- Income & Distribution Planning
- Tax and Inflation Forecasting
- Financial Plan Stress Testing
- Life Insurance Analysis
- Long Term Care Planning
- Estate Analysis
- Social Security Analysis
- Plan Summary Consultation
8 HOURS OF PREPARATION
- Riskalyze Risk Analysis completed with Wealth Advisor
- Balance Sheet & Wealth Plan Summary
- Clients understand they will be charged full Subscription Tier fees regardless of the amount d services used
- Minimum of a 1-year subscription
- Additional planning services involve additional costs, may include the costsof outside professional services
- For Corporate Pro Financial Health clients -Any agreement or contract to the above terms will need to include specifics around the PEPM terms and details if the participant doesn't use the services Use it or lose it". If the participant of the service becomes a CWA client, the PE PM billing stops immediately
- Financial Advisor Brent Carman maintains ownership and economic benefit from both Pro Financial Health and Capital Wealth Alliance services. Investment advisory services provided by Capital Wealth Alliance, LLC and financial education services provided by Pro Financial Health, LLC.