Wealth Management Services are offered through two ongoing service relationship tiers based on your stage of life
Wealth Building
Designed for households in the accumulation phase of life, this service emphasizes proactive financial planning, investment management, tax planning, cash flow and savings strategies, risk management, and other planning decisions intended to help Clients build wealth and steward financial resources over the long term.
Annual Fee: $8,000 (billed quarterly at the end of each quarter)
Legacy Stewardship
Designed for households preparing for or living in retirement, this service emphasizes retirement income planning, Social Security and pension strategies, tax-efficient withdrawal planning, Required Minimum Distribution (RMD) planning, estate and legacy planning, charitable giving strategies, investment management, and ongoing financial stewardship throughout retirement.
Annual Fee: $12,000 (billed quarterly at the end of each quarter)
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.
