We offer plans that fit all stages of your financial life.

Choose the plan that’s right for you!

Program Features
Click each heading to learn more		CornerstoneComprehensive
Planning		Retirement
Readiness Assessment		Retirement
Income Planning (1)
Annual Agreement♦♦
Fiduciary Capacity♦♦♦♦
Issues addressed in plan613 to 2086+100+
Personal Consultation60 min90 min90 min+90 min+
Written recommendations♦♦♦♦
Assistance implementing recommendations♦♦♦♦
Plan Review/Delivery meeting60 min90 min90 min+90 min+
Unlimited Phone and email support♦♦♦
30-minute phone/web coaching2
60- minute Personal Review meetings312
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 feeAdditional 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
Strategies		♦
Asset/Liability Matching♦♦
Coordination of other advisers♦♦
Fee$1499See fee schedule$3000 -$6000$3000 – $12,000