Cornerstone Private Wealth Counseling provides you a structure toward achieving financial success by establishing a process and committing to following it through:

• At our initial meeting, we get to know you and understand your concerns, and we begin to collect data about your financial resources.
• At a second meeting, we drill down into greater detail and ensure we understand your situation.
• Solutions, financial plans and recommendations are presented to you in a third meeting.
• Depending on your needs, we meet with you quarterly, semi-annually or annually to keep you on track.

Your Success Is Monitored In A Disciplined Process

You will always understand your financial plan and what you must do to succeed. Through our planning process, you will have an opportunity to examine:

• Whether you are saving enough to adequately fund your retirement.
• Changes to your portfolio and new investment opportunities.
• Matching gains against any losses to minimize capital gains taxes.
• Plans to fund college for your children or grandchildren.
• Cash-flow changes that might result in case you buy a new home or change jobs.
• Revisions to your will and other estate planning vehicles.