Are you ready to build a financial future that truly aligns with your life?
At Corner Post Financial Planning, we believe everyone deserves a clear path to financial well-being. Our flagship financial planning services go beyond just numbers; we focus on the behavioral aspects of your finances, helping you make informed decisions that support your deepest goals.
As CERTIFIED FINANCIAL PLANNER™ professionals, we provide experienced, jargon-free guidance, with a goal of ensuring you understand every step of your journey.
Our Collaborative Planning Process
We partner with you through a structured yet personalized approach:
Feeling like you've started too late? You're not alone.
Many people haven't worked with a financial planner their whole lives, and it's common to feel like you've started "too late." The truth is, there's no perfect time, and most of our clients first engage with us around their mid-40s, when retirement starts to feel real. Whether you're earlier or later, we meet you where you are.
CASE STUDY 1
John and Samantha
Navigating "Economic Outpatient Care"
- Challenge: Late 60s couple balancing travel desires with adult children's financial dependence.
- Our Approach: We helped them identify and address "Economic Outpatient Care" (financial support to adult children), guiding them to establish boundaries and develop an action plan for their children's financial independence.
- Outcome: John and Samantha clarified expectations and weaned their children off ongoing support.
CASE STUDY 2
Pamela
Mastering a Tight Budget
- Challenge: A primary breadwinner with limited investing years left and a tight budget.
- Our Approach: We worked closely with Pamela to navigate a transition to a part-time schedule, meticulously combing through expenses to define spending boundaries. This choice allowed her to slow down at work while giving her budget a “test run,” as well as allowed her to maximize her Social Security by claiming at 70.
- Outcome: Pamela confidently manages her budget, with investments strategically positioned for her short-, medium-, and long-term needs.
CASE STUDY 3
Callie and Jordan
Planning for Early Retirement
- Challenge: Young savers in their 40s aiming for early retirement in their 50s, balancing college savings with investment goals.
- Our Approach: We modeled their current savings, providing realistic projections for retirement income at various ages (55, 60, 62) to inform their decisions.
- Outcome: Callie and Jordan have a clear understanding of their savings trajectory and the impact of their choices on their early retirement goals.
The Corner Post Advantage: Experience Beyond the Spreadsheet
Our CERTIFIED FINANCIAL PLANNER™ professionals bring more than just professional training and continuing education. With years of experience working with hundreds of clients, we offer insights that go beyond the numbers, addressing challenges like:
- Starting late saving for retirement
- Navigating complex family dynamics
- Balancing competing priorities (like paying off debt, saving for college, charitable giving, saving for retirement, and buying a new car all in the same year)
- Pursuing retirement as a self-employed professional with no company benefits
We empower you with realistic options, enabling you to make confident, informed decisions about your financial future.