At Cornerstone Financial Advocates, we help clients connect three of the most important areas of their lives, so they can enjoy life with more confidence about their finances.
What You Value
This can be family, friends, home, the perfect getaway spot, or a charity that’s near and dear to your heart – it’s the people, places and causes that bring you joy.
What You Enjoy
If we painted a picture or told a story of your best life - what it should look like today, and in the future, these are the activities that bring you satisfaction and happiness, such as a great career, spending time with family and friends, enjoying retirement, volunteer work, travel or hobbies.
Your Financial Life
This is where we come in. Our goal is to help you have the financial means to support the other two areas of your life. We help you to transcend the stress of investing, so you have the freedom to enjoy life with comfort and confidence.
Where Do you Want Your Financial Roadmap to Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is distinct and has their own definition of financial independence, which means no one financial strategy fits all.
At Cornerstone Financial Advocates, we strive to create a personalized financial roadmap to guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to establish long-term relationships built on trust, honesty and integrity.
How We Do it
- Discover your current financial situation so there's Clarity about what you have now and what you want for the future.
- Design a reasonable strategy that supports your values and goals, both now and in the future. "Are you Comfortable with everything?" is an important part of the process.
- Deploy and manage your plan with the right investments and financial planning, creating Confidence to enjoy life with more knowledge about your finances.
Pre-Retirees
Lifestyle, Work-Life Balance, Financial Planning, Setting and Pursuing Goals
Retirees
Generate Income, Preserve Capital, Enjoy Life, Leave a Legacy, Estate Planning, Live with Purpose