Choose Your Path
At Cornerstone Advisory Group, we have packages and service models to meet all your needs. All include our new client process which is your pathway to financial success in 5 steps.
Seasons of Success
4 Meeting Model
Comprehensive support for entrepreneurs
Key Features:
Quarterly Touchpoints
Accounting Review
Cash Flow Management
Financial & Tax Planning
Starting at $500/month
First Class Experience
2 Meeting Model
Custom planning for individuals & families
Key Features:
Semi-Annual Meetings
Full Financial Plan
Investment Review
Tax Planning
Minimum: $500K AUM
Coach Experience
1 Meeting Model
Foundational guidance for individuals & families
Key Features:
Annual Check-Ins
Basic Financial Plan
Investment Review
Client Portal Access
Minimum: $250K AUM
1040 Tax Advisory
2 Meeting Model
Proactive tax strategies for individuals
Key Features:
Semi-Annual Meetings
Individual 1040 Tax Prep
Tax Projection & Planning
Tax Specialist Support
Starting at $1,500/year