Client Experience

We start with a consultation to get to know each other to ensure a good mutual fit.

If we feel we can make a meaningful impact on your life and you feel the same, then we will give you a detailed outline of what we could do to help you pursue your dreams. We provide ongoing investment management like many advisors, but that’s only part of our services. We go beyond just providing advice on investments. All client relationships are unique, but this gives you an idea of what a year of service may look like:

Meet in March

Discussion might include rebalancing to take advantage of opportunities, reviewing your insurance, beneficiary designations, and budgeting analysis.

Meet in September

Review investment performance and asset allocation, discuss financial goals, your progress, and ideas for a recommended action plan.

Keep Learning

Attend educational workshops such as Social Security Planning, retirement planning, investment planning or others.

Stay in Touch

Phone appointment when appropriate in December to review tax loss harvesting opportunities.

Get Market Updates

Receive email updates on recent market changes to better understand how the complex movements of financial markets will impact you.

Receive Statements

Monthly statements as well as consolidated quarterly performance reports.

Reach Out

We are always available to answer questions and concerns that may arise between appointments.

SCHEDULE A CONSULTATION

We begin every client relationship with a conversation – complimentary, casual, and pressure-free. We take time upfront to get to know you, your unique goals, and outline how Cornerstone may be able to help you.  Fill out this form to schedule yours today.

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