We offer plans that fit all stages of your financial life.
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Choose the plan that's right for you! |
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| Program Features Click each heading to learn more |
Cornerstone | Comprehensive Planning |
Retirement Readiness Assessment |
Retirement Income Planning (1) |
| Annual Agreement | ♦ | ♦ | ||
| Fiduciary Capacity | ♦ | ♦ | ♦ | ♦ |
| Issues addressed in plan | 6 | 13 to 20 | 86+ | 100+ |
| Personal Consultation | 60 min | 90 min | 90 min+ | 90 min+ |
| Written recommendations | ♦ | ♦ | ♦ | ♦ |
| Assistance implementing recommendations | ♦ | ♦ | ♦ | ♦ |
| Plan Review/Delivery meeting | 60 min | 90 min | 90 min+ | 90 min+ |
| Unlimited Phone and email support | ♦ | ♦ | ♦ | |
| 30-minute phone/web coaching | 2 | |||
| 60- minute Personal Review meetings | 3 | 1 | 2 | |
| Personal Online Financial Website | ♦ | ♦ | ♦ | ♦ |
| Net Worth Statement | ♦ | ♦ | ♦ | ♦ |
| Household Balance Sheet | ♦ | ♦ | ||
| Budget Planning | ♦ | ♦ | ♦ | |
| Personal Savings Plan | ♦ | ♦ | ♦ | |
| Customized debt-payoff plan | ♦ | ♦ | ||
| Cash Flow Review | ♦ | ♦ | ||
| Lifetime Cash Flow analysis | ♦ | ♦ | ||
| Goal progress tracking | ♦ | ♦ | ||
| Insurance review and planning | ♦ | ♦ | ||
| Health Insurance planning | ♦ | |||
| Investment planning | ♦ | ♦ | ||
| Investment Management (2) | Additional annual flat fee | Additional annual flat fee | ||
| Tax planning | ♦ | ♦ | ||
| Estate planning analysis | ♦ | ♦ | ||
| Education / College Planning | ♦ | |||
| Review of employer benefit offerings | ♦ | ♦ | ♦ | ♦ |
| Social Security Elections | ♦ | ♦ | ||
| Asset Allocation based on total wealth | ♦ | |||
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Dynamic Safe Withdrawal Rate Strategies |
♦ | |||
| Asset/Liability Matching | ♦ | ♦ | ||
| Coordination of other advisers | ♦ | ♦ | ||
| Fee | $1499 | See fee schedule | $3000 -$6000 | $3000 – $12,000 |
