Based out of Charlotte, North Carolina, Serving Nationwide
Design Your Blueprint for a Life Well-Lived
Proven retirement strategies and wealth management services
A True Partner in Your Success
Our mission is simple: We want to see you thrive. By focusing on what truly matters, we empower you to navigate your financial future with understanding, assurance and unwavering support.
Clarity
Clear vision
Illuminating Your
Financial Path
We make your financial journey simple to navigate. Our straightforward approach to financial planning cuts through the noise and shows you a clear path forward.
Confidence
Steady guidance
The Foundation of Your Future
We help you face tomorrow without worry. You can trust that reaching your retirement goals remains our absolute highest priority.
Consistency
Reliable support
A partnership that endures
We act as your reliable partner for the long haul. Your financial foundation remains strong year after year.
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Don’t Leave Your Retirement to Chance
A secure, confident future never happens by accident; it requires a precise plan. You deserve to know exactly how to reach your goals without stressing over the details.
As an experienced wealth advisor, Christopher W. Knight, CFP® wrote the “Retirement Planning Blueprint” to give you financial clarity so you can live a peaceful retirement. This essential guide helps you avoid common financial pitfalls, map out your next steps and build the foundation you need for lasting financial freedom. After all, living your best life starts with the right plan.
Download your free copy and learn how to:
Create lasting confidence for you and your loved ones.
Unlock simple strategies to fund your ideal lifestyle.
Take the first confident step toward true financial freedom.
Live Your Best Life With a
Proven Blueprint
A secure financial future requires deliberate planning. As your trusted partner, we use a transparent, structured process to design your path to financial freedom.
Frequently Asked Questions
Cornerstone Wealth Planning is headquartered in Charlotte, North Carolina. However, we work with clients across the country (currently serving clients in 15+ states) and conduct meetings virtually (if outside of the Charlotte area), making it easy to work together regardless of your location.
We use a 3-phase approach designed to give you control at every step. You're never locked in, and you can stop at any phase without obligation.
Phase I: Retirement Strategy Call (No Cost) A complimentary 30-minute call to understand your situation, explore what's working and what's missing, and see if there are real opportunities to optimize your retirement plan. We will provide any high-level thoughts and advice that we can on this call.
Phase II: Integrated Retirement Plan (One-Time Flat Fee between $1,000 and $5,000). If you'd like to move forward, we will build a comprehensive Integrated Retirement Plan covering Social Security optimization, tax planning, retirement income strategies, healthcare, and estate planning. The fee is customized based on the complexity of your Financial Planning needs. You pay 50% upfront and 50% upon completion. If you're not completely satisfied with the value we've provided, we'll refund 100% of your Phase II fee.
Phase III: Ongoing Retirement Planning (Fee Based on Assets Under Management which is .95% on Assets over $500,000 and 1.25% on Assets under $500,000). Many clients choose to continue working with us for ongoing support. In this phase, we provide continuous guidance, implementation assistance, regular reviews, and access to our team of CFPs, a CPA, an EA, and an Estate Attorney whenever questions arise. The fee is based on the assets we manage on your behalf.
Absolutely not. Many clients work with us just for Phases I and II - they get their complimentary strategy call and comprehensive Integrated Retirement Plan and implement it on their own. Others prefer ongoing support through Phase III. The choice is entirely yours, and completing one phase doesn't obligate you to continue to the next.
I’ve spent over 20 years helping clients build integrated retirement plans. I founded Cornerstone Wealth Planning in 2013 and currently serve as President and Chief Investment Officer. Our firm serves over 400 clients nationwide and manages $485,000,000 on behalf of our clients (as of 12/31/2025). You can find our current Google reviews by clicking here.
Your Best Life Starts on a Solid Cornerstone
A solid plan serves as the true foundation for a life well-lived. Our experienced team can help you create a plan that allows you to focus on what matters most to you and your family.
