Why Choose Financial Cornerstones?
We understand that investing and markets can be confusing.
But there’s a solution!
We help you gain the clarity needed to plan well and make sound investing decisions.
Plan with Clarity
We work together with you, providing you with the necessary tools to plan for your financial future.
Move Forward with Confidence
We give you with easy-to-understand recommendations and help you implement them every step of the way.
Live with Financial Contentment
We guide you in your investment decisions to bring financial discipline, generosity and peace into your life.
Investors have many questions regarding how their money is working for them and if they
will meet their goals. These worries contribute to a lack of financial freedom and peace.
Will my family be okay
when I’m gone?
Using our Three-Step Planning Process,
you can be on the path to 'Preserving Your Values
While Building the Financial Cornerstones of Your Wealth'
The Financial Cornerstones Three-Step Planning Process
Listen & Discover
First, we get to know each other to see if our services are a good fit for you. We will discuss your personal and financial picture as well as your goals, values, beliefs and vision. And we will discover what's important to you and discuss how we can help get you there.
Build & Propose
Next, we will gather your data and analyzing your financial situation. We will consider your present and future needs as we design a comprehensive financial strategy for you. And we will present a personal plan to you and explain the reason behind our recommendations.
Implement & Monitor
Then, we put to work the strategies we have designed to support your values and financial goals. We will meet with you periodically to review your personal plan and keep you on track. And we will consult with you to recommend adjustments as markets and your life changes.