Customized Services

Standard Consultation

Review current Cash Flow and Net Worth, Assets and Liabilities

Develop basic plan to eliminate debt, automate savings, and protect family and assets.

Cali Pearl Executive Consultation

• Provide a disciplined method for executives to achieve personal financial security.
• Improve understanding of your organization's benefits and compensation programs, enabling you to make choices that will improve your financial position.
• Partner with corporate Human Resources leadership to gain a full understanding of all executive benefit plans and work to convey the long-term value of these benefit programs to each of our executive clients.

Executive Counseling package includes:

• Standard consultation
• Investment Policy Statement
• Comprehensive Financial Plan
• Enrollment in Customized Client Software

Divorcee/Widow Consultation

Being single again has its own unique challenges and Cali Pearl is here to assist you as you navigate during this difficult and challenging time of your life.

Divorcee/Widow financial counseling package includes:          

• Standard Consultation
• Assessment of blended family issues
• Review any potential tax liability issues with tax accountant or CPA