Happy Family

Do you have a dream or goal you’re trying to achieve but don’t know how to make financial provisions for it?

Let us guide you.

“The best way to predict the future is to create it.”-Abraham Lincoln

 

Who we are

CornerStone Financial Planning & Advisory Services, a Fee-Only Investment Advisory Firm, providing confidential Investment Advice to individuals, trusts and institutional investors.

Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest.

We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client.

Our Process

STEP 1

ENVISION

We’ll meet face-to-face (or screen-to-screen) to understand your goals, dreams, challenges, and values - your unique needs that will become the foundation for your financial plan.

STEP 2

DISCOVER

We’ll assemble and organize your current financial data to create a detailed picture of where you are in relation to your goals.

STEP 3

BUILD

With the information we learned in the first two steps, we’ll construct your custom financial plan. We’ll meet again to review the recommendations and agree on a plan of action.

STEP 4

LAUNCH

We’ll put your plan in motion, communicating regularly to make sure each action is carried out successfully.

STEP 5

RENEW

As you make progress toward your goals, we'll repeat the process when circumstances change and new opportunities arise.

Our Financial Services