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Compass Wealth

Cornerstone Wealth

CARDINAL​

CORNERSTONE

The Cornerstone Wealth Program is a holistic financial planning process that helps design and realize the life you want to live.  We will deliver a tailored Life Money Balance™ plan comprised of the Cardinal Program in addition to, income tax planning, retirement planning, education planning, and Risk/Insurance planning.  

 

Engagement period:  9-months

Estimated Fee Range: $3,000 to $5,999

Payment options:  Upfront or monthly ($1,500 to $3,000 due upon agreement)

Optional Retainer:  Begins monthly after the initial engagement period

Schedule

contact

101 South Military Ave, Suite 255, Green Bay, WI 54303    |     888-332-2372      |     By Appointment Only 

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FORM ADV PART  II

This site is published for residents of the United States only. Concurrent Financial Planning Center, LLC may only conduct business with residents of the states and jurisdictions in which Concurrent Financial Planning Center, LLC is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Concurrent Financial Planning Center, LLC. Concurrent Financial Planning Center, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

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