Financial Planning on an Hourly Basis

In this unusual economic environment, Cornerstone understands that many individuals have questions and concerns about their financial situation.

• Am I still on track for retirement and/or savings goals?
• Do I need to postpone 529 contributions?
• What kind of tax planning should I be doing?
• Should I refinance my home given current low rates?

To address these, and other focused needs, we are offering planning services remotely on an hourly basis. We may be able to address your immediate concerns in as little as 1-2 hours.

Our advice is offered on a fee-only basis, giving you the peace of mind that we will always put your interests first.

Visit our website or email info@cornerstoneplanning.com.

Don’t lose sight of your goals!