Concerned about a market crash? Understand the impact with a Portfolio DeepScan®

Cornerstone Capital
Home
About Us
Our Services
Get Started
BrokerCheck
Client Login
Cornerstone Capital
Home
About Us
Our Services
Get Started
BrokerCheck
Client Login
More
  • Home
  • About Us
  • Our Services
  • Get Started
  • BrokerCheck
  • Client Login
  • Home
  • About Us
  • Our Services
  • Get Started
  • BrokerCheck
  • Client Login
Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

Personalized Planning Services To Take You To New Heights

At Cornerstone Capital Planning Group we have taken the ambiguity out of financial planning.  Our unique analysis and strategy offerings are intentionally crafted to make your online financial planning experience easy to understand and fully customizable. 

How We Help You Plan

Our planning first approach takes into account six key areas that are interconnected with your financial goals.  Some categories will be more important to you now than others.  However, at some point each key area should be addressed to achieve a financial plan that is comprehensive in nature.  

How We Have Simplified Financial Planning

There are two main ways that we help


  1. Analysis - A mathematical review of current accounts, fees, taxes, goals, progress, or risks.
  2. Planning - A strategy built to achieve a goal more efficiently or mitigate risks more effectively.


 Each service can have an impact on its own, but we encourage bundling multiple services together to create a comprehensive plan.

Analysis Services

Foundation Review

Planning Checkpoint

Planning Checkpoint

Online Financial Planning | Web Based Financial Advisor

"Does your household have a strong financial foundation?" 


  • A Foundation Review calculates your needs for cash reserves, proper insurance coverage, and what you are paying in investment fees.

Planning Checkpoint

Planning Checkpoint

Planning Checkpoint

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"Do you know if you are currently on pace to hit your financial goals?" 


  • A Planning Checkpoint shows you if you are currently on track or off-track for retirement.

Goal Forecast

Planning Checkpoint

Portfolio DeepScan®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"Do you know what is necessary to hit all of your financial goals?"


  • A Goal Forecast shows how much you need to have saved, how much you should be savings, and what return to target in order to hit your goals.

Portfolio DeepScan®

Cash Flow Hierarchy®

Portfolio DeepScan®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"What would happen to your portfolio if the Great Recession of 2008 repeated itself? "


  • A Portfolio DeepScan® calculates how much your investments would lose in a market crash.

Cash Flow Hierarchy®

Cash Flow Hierarchy®

Cash Flow Hierarchy®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"How are you diversifying savings from a tax standpoint?" 


  • A Cash Flow Hierarchy® reviews your savings strategy so you can prioritize cash flow more efficiently.

Insurance Audit

Cash Flow Hierarchy®

Cash Flow Hierarchy®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"Could your annuity & insurance policies be better aligned with your financial goals?"  


  • An Insurance Audit breaks down the fees, performance, and features of your existing life  and annuity polices.

Get Started

Planning Services

Resilient Retirement®

Corporate Benefit Playbook

Resilient Retirement®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"If the market crashed tomorrow, could you still retire or stay retired?"


  • A Resilient Retirement® Plan creates safeguards to protect your retirement from unforeseen market volatility.

Simple Rollover®

Corporate Benefit Playbook

Resilient Retirement®

Online Financial Planning | Web Based Financial Advisor | Virtual Investment Advisor

"Do you have a retirement plan that is still with your previous employer?


  • A Simple Rollover® will get your money back in alignment with your goals after just a few clicks!

Corporate Benefit Playbook

Corporate Benefit Playbook

Corporate Benefit Playbook

Do you have a strategy in place to maximize your corporate benefits?  


  • A Corperate Benefit Playbook shows you how to utilize company stock incentives, pension plans, and deferred compensation to expedite retirement. 

RMD Roadmap®

Business Profit Blueprint

Corporate Benefit Playbook

Will your Required Minimum Distributions move you into a higher tax bracket?  


  • An RMD Roadmap is an advanced tax planning strategy designed to minimize your retirement tax burden through strategic retirement distributions, Roth conversions, and tax-sheltered savings.  

Lasting Legacy

Business Profit Blueprint

Business Profit Blueprint

Online Financial Planning | Web Based Financial Advisor



Could your wealth become multi-generational wealth?


  • A Lasting Legacy helps you re-purpose excess retirement savings toward estate maximizations and tax advantaged inheretance. 

Business Profit Blueprint

Business Profit Blueprint

Business Profit Blueprint

Online Financial Planning | Web Based Financial Advisor



Does your take advantage of tax deferred and tax-free savings opportunities?


  • A Business Profit Blueprint prioritizes your business profits to shelter the business from unnecessary taxes, protect key employees and save for retirement.  

Start Planning

Choose The Experience That Is Right For You

At Cornerstone, our criteria for financial planning is simple.  If you have a financial goal and a current investment account, we have a program for you.  Each virtual financial planning program we offer caters to a different level of investment experience, so that you can choose a planning experience thats fits your level of readiness. 

How Much Does It Cost

Program #1: Investment Strategy Review

Price: No Cost


Some Investors like to take the planning process one account at time.  Through this program we focus on one specific account and analyze how it is performing in relation to your financial objectives.   


This program is recommended for NOVICE INVESTORS

Schedule An Investment Review

Program #2: Comprehensive Financial Planning

Price: Starting at $55/month


Most investors prefer a comprehensive look at all accounts, a personalized game plan to achieve their financial goals, and support implementing new strategic investments. Through this program we focus on comprehensive analysis to show where you stand today in relation to your financial objectives.  Then, we help you implement a plan to achieve your goals more efficiently.


This program is recommended for MOST INVESTORS

Schedule A Financial Planning Review

Program #3: Fee-Based Planning

Price: Starting at $125/month


Some investors prefer to analyze, compare, and implement investment strategies on their own.  Through this program we provide additional context for those investment decisions by focusing on technical planning like quantification, scenario forecasting, investment allocations and cash flow modeling. 


This program is recommended for EXPERT INVESTORS

Schedule An Introductory Discussion

Investment Strategy Review

Comprehensive Financial Planning

Comprehensive Financial Planning

This program is recommended for

NOVICE INVESTORS


Live Meetings

  • Investment Review




Planning Services

  • Foundation Review
  • Insurance Audit
  • Simple Rollover®
  • Open Architecture Investment Recommendations



















Schedule Now

Comprehensive Financial Planning

Comprehensive Financial Planning

Comprehensive Financial Planning

This program is recommended for 

MOST INVESTORS


Live Meetings

  • Financial Planning Review 
  • Analysis Review 
  • Strategy Implementation 


Planning Services

  • Foundation Review
  • Insurance Audit
  • Portfolio DeepScan®
  • Planning Checkpoint
  • Goal Forecast
  • Cashflow Hierarchy® 
  • Resilient Retirement® Plan
  • Simple Rollover®
  • Open Architecture Investment Recommendations


Advanced Planning Services

  • Additional Services Available For Add-On Cost



Review Services

  • Semi-Annual Planning Checkpoint
  • Semi-Annual Investment Review Meeting
  • Annual Planning Review


Get Started

Fee-Based Financial Planning

Comprehensive Financial Planning

Fee-Based Financial Planning

This program is recommended for 

EXPERT INVESTORS


Live Meetings

  • Financial Planning Review 
  • Analysis Review 
  • Strategy Session


Planning Services

  • Foundation Review
  • Insurance Audit
  • Portfolio DeepScan®
  • Planning Checkpoint
  • Goal Forecast
  • Cashflow Hierarchy® 
  • Resilient Retirement® Plan


Advanced Planning Services

  • Investment Allocation Modeling
  • RMD Roadmap®
  • Corporate Benefit Playbook
  • Additional Services Available For Add-On Cost


Review Services

  • Quarterly Portfolio DeepScan®
  • Quarterly Planning Checkpoint
  • Quarterly Goal Forecast
  • Semi-Annual Allocation Model Review
  • Annual Planning Review

Learn More
It's time to understand what you need from your savings.

A Financial Planning Solution For Investors Seeking Clarity

Our planning first approach gives you a true understanding of what is needed to meet your financial goals, and will help you align investment decisions with a strategic purpose.

  • Home
  • About Us
  • Our Services
  • Get Started

CALL NOW TO START PLANNING - 1-888-857-PLAN

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and McAdam LLC dba Cornerstone Capital Planning Group are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Copyright © 2020 Cornerstone Capital Planning Group 

Building The Foundation For Financial Success ®

We use cookies to simplify your web browsing experience!  Please click 'OK' to avoid browsing interruptions. 

OK