Advisory Services
An Advisory Services engagement is characterized as an on-going relationship with regular communication and meetings. We work with you to articulate your goals and needs and complete a thorough review of all the areas of your financial life. You will benefit from continuous oversight of your investments and long-term financial planning that takes into account your goals and values.
Advisory Services are limited to those whose investment assets are greater than $600,000*; however depending on need and when appropriate we may suggest this service even when assets are not at this minimum level. "Investment assets" include investment accounts and company retirement plans, but it does not include home equity.
*These terms are effective for new clients as of 9/1/08 and do not change existing client agreements.
The areas of financial planning that are typically addressed in an Advisory Services engagement include:
- Portfolio Planning & Investment Management
- Cash Flow Analysis
- Retirement Planning
- Income Planning in Retirement
- Tax Planning
- Education Funding
- Insurance Needs (Life, Disability and Long-Term Care)
- Compensation and Benefits Package Review
- Estate Planning
- Gifting and Multigenerational Issues
Our services are offered on a fee-only basis; An Advisory Services fee encompasses all services and there are never additional charges for any work.
Advisory Fee Schedule:
|
Value of Invested Assets The first $600,000 |
Fee $6,000 annually |
Note: All fees are subject to negotiation at the sole discretion of Cornerstone Financial Planning LLC.
The Process
Our engagement begins with an initial meeting at no cost to you. We ask that you complete and bring our Initial Questionnaire to this meeting. At our meeting you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives and explore ways to achieve them. We strive to create an environment of trust that supports a partnership for attaining your goals.
Now that you’re ready to proceed, please contact us to arrange an initial meeting or fill out the form below:
Meet Susan and Jill
Our mission is to help you organize all things financial and identify what in life is meaningful to you.
We encourage the pursuit of your goals, and provide support and guidance around money decisions. We offer direction along your life path.
- \'Susan Veligor and Jill Boynton\'
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
