Wealth Planner LLC

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Introduction: The focus of Wealth Planner LLC is to help our clients define an actionable personal financial plan to successfully navigate the future with confidence and financial stability. We do not sell financial products or insurance, we simply focus on designing and implementing a financial plan that will assure that our clients meet their future financial goals and live anxiety free. Our greatest joy is bringing a sense of financial stability to people who have struggled to understand how to manage their personal finances. With proper planning and the use of the powerful tools we have developed, most clients feel they have the ability to move forward without fear or anxiety over their personal finances. It is our hope that they pass this knowledge on to their children and defeat financial bondage forever in their family!

Overview

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1 employee

23 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

10 reviews

100%

HJ L.

Jan 2, 2018

I have known Greg since 2008 and worked for him for almost four years. I have had the privilege of using the Wealth Planner Tool he developed. It is very comprehensive and well structured, with algorithms that automatically generate a clear view of financial circumstances and enable easy-to-follow financial planning once relevant baseline data is loaded into it. Before using the tool, I thought that I had a good handle of my personal finance, but after using it, I got substantially new insights into my current and future financial situation, through a complete review of my expenditure patterns, savings trends, investment/asset structure, wealth accumulation pace, and goal-setting for pre-retirement planning. I have also been able to use the tool to track my progress, view variance between actuals and budget, evaluate investment performance, and determine what changes I need to make to my financial plan. Greg has indeed developed a very powerful and valuable tool.

Brian W.

Jan 3, 2018

My wife and I have had the pleasure and privilege to work with Greg, regarding our financial planning. His help and guidance helped us through expensive graduate school, showing us where to spend and not spend so that we could maximize our net worth. After one year of being out of gradual school we were able to purchase our first home at the price point we calculated with Greg. It is so nice to be able to tell people you know what you want to spend on a house because it enhances your net worth instead of buying what the bank says you are approved for. Not only that but in the same year we were able to travel to Greece and Tokyo in separate trips, due to his help! Greg is a meticulous person that is all about creating a lifestyle and reigning in "wants" so you and your family can live like nobody else later in your life. I believe it is important to steward the money that you see come into your possession so that you can bless others. My wife and I are so glad to have met Greg Kalush. I have tried to be as concise as possible but we are forever indebted to Greg and the lessons we have learned from him. THANKS GREG!!!

Allison W.

Jan 6, 2018

Greg helped my husband and I get a better grasp on our personal finances and worked with us to develop long-term goals for our family. We were ‘flying by the seat of our pants’ financially, but after spending a few hours with Greg and the Wealth Planner Tool we now have a clear plan of action that my husband and I worked on together. While working with Greg, it was apparent that helping people get their financial house in order is more than just a business to him—but a life passion. The whole process was quite painless and our plan is very comprehensive and actionable. We now have a clear vision of the long term impacts of our current financial decisions, and this has brought us much peace where anxiety existed before.

Travis F.

Jan 1, 2018

Greg comes from decades of experience in the financial world, and is able to condense his knowledge into a really usable, customer friendly system for planning ahead for my future. My favorite thing about Greg’s system is that there is no more guesswork in my finances. I can easily run scenarios and know how financial decisions will impact me for the next 60+ years. Thanks for all your help Greg!

Kaycee M.

Jan 2, 2018

Greg is top-notch in assisting his clients with their financial goals and provides a vehicle to get there that works!"

Credentials

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Gregory Kalush

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our first conversation is free, it is very important for us to determine whether working together will be a good "fit" for us both. If we decide that this service is a good fit, the pricing is a flat fee is $499 for clients with a net worth less than $500,000 and $699 for clients with a net worth greater than $500,000 (these are typically more complex plans). The service includes very detailed financial planning and when your plan is complete you will have a full understanding of your financial picture and a comprehensive action plan to optimize it. I also mentor folks who are not comfortable with their knowledge in personal finances. I have helped hundreds of people with financial planning and have very happy customers. We do not offer discounts, as our fees are already extremely competitive, however for corporate clients wishing to offer these services as an employee benefit, we offer special volume pricing on both seminars and planning.
What is your typical process for working with a new customer?
We first conduct an initial meeting to understand the client's financial situation, goals, challenges, and desired financial destination. We then capture the client's financial input and load it into the Wealth Planner Tool so that their current financial situation is documented. Next we recommend specific actions to optimize our client's financial case, identifying which actions will have the greatest impact on long term net worth and wealth accumulation. During the following year, clients input their monthly data and we monitor progress. We will also run financial simulations for any circumstances that the client wishes to understand better so that they can clearly see the future impact of any decisions on their personal finances/net worth prior to making these decisions. Clients should expect to have a clear picture of the path to their stated financial goals, and will be able to track their progress monthly using the Wealth Planner Tool.
What education and/or training do you have that relates to your work?
Educationally, Gregory B. Kalush has earned a Bachelor's Degree in Accounting and Financial Management, and a Master's Degree in Financial Management. Professionally, Gregory B. Kalush's career has spanned all levels of corporate life, from Chief Executive Office (CEO) and Chairman of the Board, to Chief Financial Officer (CFO) and Vice President of Finance, and Corporate Treasurer of publicly traded companies. Greg’s career has always been centered around his expertise in finance and operations, and as such he has served in leadership roles in these disciplines at International Business Machines (IBM), Digital Switch Corporation (DSC) and most recently at Interphase Corporation. Greg’s extensive financial experience, combined with his strong background as a corporate financial planner has provided him with a strong background to examine a variety of financial situations and determine the most effective course of action. He is a leader in his church, and in this capacity has helped countless people to understand their personal finances, as well as providing thoughtful insights, and a future lens through which to view their life and life choices. Greg has been teaching and mentoring people about financial fitness in their personal finances, helping them to properly plan for and achieve their financial goals for more than 15 years. He has honed the Wealth Planner process, approach and Tool with the singular purpose of giving people the skills, tools and encouragement needed to achieve their financial goals and walk in their destiny. Greg knows that personal finances is not an area that everyone understands, and so his approach is that of a patient coach, guiding his clients to achieve their financial goals in a methodical and straightforward way. Many people from various walks of life have placed their trust in Greg.