The Cornerstone Wealth Program is a holistic financial planning process that helps design and realize the life you want to live. We will deliver a tailored Life Money Balance™ plan comprised of the Cardinal Program in addition to, income tax planning, retirement planning, education planning, and Risk/Insurance planning.
Engagement period: 9-months
Estimated Fee Range: $3,000 to $5,999
Payment options: Upfront or monthly ($1,500 to $3,000 due upon agreement)
Optional Retainer: Begins monthly after the initial engagement period