Cornerstone Financial Advisory

A practical, repeatable process can make complex choices more manageable. The team at Cornerstone Financial Advisory begins with a structured discovery to clarify goals, household resources, and key timelines. From there, financial planning shapes a roadmap that ties daily decisions to milestones. Investment management centers on allocation, diversification, and ongoing monitoring, with adjustments made as needs evolve. Estate planning reviews how assets are owned and transferred, helping align documents with intentions. Charitable planning explores ways to give that complement cash flow and values. Tax strategies look for opportunities to improve efficiency across accounts and withdrawals, mindful of changing rules. Clients can expect periodic check-ins that revisit assumptions and track progress, along with updates when major life events occur. Clear documentation supports each step, so recommendations and next actions are easy to follow. This approach is designed to help households stay organized, reduce surprises, and keep financial activity connected to a broader plan.