Our Unique Process

Cornerstone Wealth Strategies places the needs of our clients at the forefront of every decision made and solution developed. As independent advisors, we provide clients with unbiased advice, centered on their unique financial needs. We do not offer proprietary products; our sole purpose is to provide clients with objective advice focused on a successful financial future. Our personal financial planning process includes three steps: analysis, strategies and actions. Each unique plan that we develop is designed to address our clients’ financial lives in their entirety.

Analysis

Before we develop your financial plan, we dedicate the time to learning the important details of your current financial situation and identifying your goals and priorities. This allows us to build a strong and custom foundation for your plan.

Strategies

Based on everything that we’ve learned about your short and long-term goals, we will begin developing and proposing strategies that address your unique needs.

Actions

The plan that we develop on your behalf, serves as the cornerstone of your financial future. Working together, we can begin to take action and put in place the appropriate strategies for your needs and goals.