Financial Planning Programs

Corner Post Financial Planning offers the following financial planning packages for a flat fee:

 

Basic Retirement Plan - $1,200 - Budget, savings, and investment analysis, with risk and Social Security reviews.
 

Comprehensive Financial Plan - $3,000 - Basic retirement plan as described above, plus reviews of estate plan, college funding, insurance, benefits, and income tax.
 

Special projects/additional time for complex cases: Hourly rate of $300.

 

Many individuals benefit from having a CERTIFIED FINANCIAL PLANNERTM professional review their situation whether you're just starting to plan or feel like you need another set of eyes.

 

Not only do we have professional training and continuing education. You also benefit from our years of experience working with hundreds of clients. While no two clients are the same, we can offer insight beyond the spreadsheet on common and not-so-common challenges, including:

  • Starting late saving for retirement
     
  • Family financial dynamics
     
  • Retiring before Medicare age
     
  • Navigating the transition to living on your savings

 

We strive to empower you with realistic options so you can make informed decisions about your financial future.