Financial Planning Programs

"A good plan today is better than a perfect plan tomorrow."

General George S. Patton

Our three basic financial planning packages help clients gain clarity on their financial situation and result in  results in actionable steps and important information that we explain in plain English.



Wondering which package is right for you?

Our Starter Package is appropriate for individuals who need a second set of eyes on investments not held at our firm, or for those who need help analyzing their spending. We also educate on insurance issues and various types of investment accounts.

Our most-requested service is our Can I Retire Yet? Package. We lead you through an information gathering and analysis process. As a result of the process, you get a list of concrete recommendations and observations on your personal situation, which may include:

  • Ideal retirement age 
  • Savings strategies
  • Social Security strategies
  • Budget strategies
  • Insurance strategies
  • Withdrawal strategies and guardrails

Clients we work with on the When Can I Retire? packages are all ages, from those who are approaching retirement quickly, to highly motivate 20- and 30-somethings trying to do everything right from the beginning. 

Our Complete Package is for those who want all their ducks in a row! This service offers robust analyses of your complete financial life, including  your asset preservation strategies and legacy planning. The full When Can I Retire? Package is included with the Complete service.

All financial planning programs are based on a rate of $300 per hour, and prices may be adjusted based on complicating factors including necessary product research, early retirement goals, number of investments, or complex compensation strategies.

"A goal without a plan is just a wish."
Antoine de Saint-Exupéry

Financial Planning offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and Corner Post Financial Planning are separate entities from LPL Financial.