Contact info

719-204-3965

dan@cornerstonefiplanning.com

Hours

Monday - Wednesday

8:15am - 3pm

Thursday

8:15am - 12pm

Friday

By Appointment Only

Schedule a call

Thanks for your interest in working with Cornerstone Financial Planning.

At this time, I’m no longer actively seeking new clients or scheduling introductory calls with prospective clients. My focus is on serving my existing client relationships well.

However, if you’ve learned about my firm and strongly believe we may be a good fit to work together, you’re welcome to email me at dan@cornerstonefiplanning.com. Please include a little information about yourself, what you’re looking for help with, and why you think we might be a good fit. I’ll review your email and get back to you.

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The Stewardship Scorecard

Download The Stewardship Scorecard to evaluate whether your financial life supports your family, future, generosity, and long-term purpose. This simple guide will help you see where you have clarity, where you may need guidance, and what to do to better steward what you have with greater confidence.

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Cornerstone Financial Planning, LLC is a fee-only, flat-fee virtual firm based in Colorado Springs, CO. We help clients steward wealth intentionally through proactive financial planning, thoughtful investing, wise decision-making, and long-term guidance aligned with their values and goals. Cornerstone is registered in Colorado, California, and Texas, and serves Clients in other states where exempt from registration.

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