Services & Fees
Services & Fees
Financial Planning
Financial planning for the Financial Independence, Retire Early (FIRE) community focuses on aggressive savings and investment strategies to achieve early retirement, emphasizing values-based spending, and tax-efficiency to help you quickly build wealth and replace living expenses without traditional employment. The goal is to intentionally create a life well-lived while making an impact in the world around you.
*Learn more on my My Process page.
$2,000 to $8,000 per year
based on your complexity & stage of life
Real Estate Planning & Coaching
(Optional add-on) Real estate planning & coaching for aspiring and experienced real estate investors wanting the confidence that comes from aligning your real estate strategy and investments with your financial plan. It involves developing a strategy, market research, financial assessment, and coaching clients through the complexities of real estate investment to achieve long-term success and portfolio growth.
$2,000
Investment Management
(Optional add-on) Investment management is available for ongoing clients who wish to delegate their investing to a professional.
Annual Flat-Rate Fee Tiers
- Up to $100,000 is free.
- $100,000 to $250,000 costs $1,000
- $250,001 to $500,000 costs $2,000
- $500,001 to $1,000,000 costs $3,000
- $1,000,001 to $3,000,000 costs $4,000
- $3,000,001 to $10,000,000 costs $5,000
$0 to $5,000
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CONTACT
Daniel Huffman
Candidate for CFP® Certification
dan@cornerstonefiplanning.com