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Program Features
Click each heading to learn more
Cornerstone Comprehensive
Readiness Assessment
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  
Dynamic Safe Withdrawal Rate
Asset/Liability Matching    
Coordination of other advisers    
Fee $1499 See fee schedule $3000 -$6000 $3000 – $12,000