Kenneth Diehl

Cornerstone Financial Planning offers ongoing financial planning and annual retainer agreements for clients who need continuous guidance after their first year. For these ongoing relationships:

• Fees are charged on a scheduled basis, such as monthly.
• The service provides continuous access to the advisor for professional counsel and plan updates.
• Fees are earned based on the passage of time rather than the number of topics covered.

• Initial introductory meetings — A fixed fee of $300 for the first two face-to-face meetings (each lasting about 90 minutes) to assess your financial situation and prepare a service quote.
• Comprehensive financial planning engagement — Priced based on the complexity of your situation, with anticipated work billed at $100 per hour, though quoted as a fixed fee.
• Segmented financial planning — Limited engagements or verbal reviews, such as tax return preparation, with fees up to $500.