The Cornerstone team embraces a collaborative planning approach that is rarely seen in our industry. We maintain strong relationships with various professional partners in our community, working both with our clients’ current advisors, and connecting them with other services when needed.
WORKING TOGETHER FOR THE CLIENT
When we lean on the strengths of our professional partners, everyone benefits. Working in tandem, we help to validate and enhance our mutual clients’ plans with our robust assortment of financial planning tools. In turn, our partners often provide us valuable guidance necessary to properly fulfill our clients wishes.
HOW WE HELP PROFESSIONALS
PLAN
As we strive to proactively plan for our clients, we partner with their attorneys, CPAs, or other advisors to model planning strategies and coordinate to implement the plan. This holistic approach allows us take into consideration all aspects of our clients’ financial picture.
REFINE
Sometimes our professional partners find value in sending clients to us early in the planning phase. We can help to narrow the scope of discussion or refine the proposal and then loop the other advisors back in to continue their part of the plan.
Connect
We continuously work to cultivate a spirit of camaraderie with our local professional network, with the end goal of promoting more effective planning for our clients. Also, we offer presentations to other professionals on various topics, including economic updates, tax, estate, investment, and financial planning education. If you or your organization are interested, feel free to contact us.
HOW WE HELP PROFESSIONALS
Plan
As we strive to proactively plan for our clients, we partner with their attorneys, CPAs, or other advisors to model planning strategies and coordinate to implement the plan. This holistic approach allows us take into consideration all aspects of our clients’ financial picture.
Refine
Sometimes our professional partners find value in sending clients to us early in the planning phase. We can help to narrow the scope of discussion or refine the proposal and then loop the other advisors back in to continue their part of the plan.
connect
We continuously work to cultivate a spirit of camaraderie with our local professional network, with the end goal of promoting more effective planning for our clients. Also, we offer presentations to other professionals on various topics, including economic updates, tax, estate, investment, and financial planning education. If you or your organization are interested, feel free to contact us.
