Cornerstone Financial Group

our five-step process

• Personal Consultation

  During this informal and no-pressure meeting, we introduce ourselves, outline our planning process, gain a general understanding of your financial situation, and discuss your personal objectives.

• Discovery

  Prior to creating your financial plan, we have an in-depth conversation to gain a better understanding of your financial situation. We gather information on your income, expenses, assets, investments, and more. We also discuss your life goals, covering topics such as financial independence, legacy planning, charitable giving, and education.

• Planning

  During the third step of our process, we develop a financial plan that takes into account your current financial situation, life goals, risk tolerance, and more. The planning process culminates with a comprehensive walkthrough of your completed financial plan, including recommendations and suggested actions steps.

• Execution

  After gaining approval of the recommendations and actions steps in your financial plan, we set to work executing your financial strategy. This can include managing your investments, setting up accounts for retirement and educational savings, working with an attorney to develop a will or trust, and much more.

• Ongoing Evaluation

  As we build your financial future, we continue analyzing your financial investments, reviewing your progress towards financial goals, answering your questions on financial planning topics, and making revisions to your plan in response to important life changes.