Our Process

Cornerstone Capital Advisors is focused on you and your unique needs from the very beginning. We have created an intentional process that facilitates communication and fosters long-term relationships with our clients.

Getting To Know You: We think that it is very important to take the time to listen carefully, understand your concerns, and answer any questions you might have about working with us.

Initial Discovery Meeting: This first complimentary meeting is an opportunity to explore and understand your unique circumstances and goals. During this meeting, we want to gain a thorough understanding of who you are and what you value most.

Discovery Planning Meeting: At this second complimentary meeting we present a “high-level” financial plan in which we identify opportunities to improve the probability of achieving your financial goals.

Mutual Commitment: It is our sincere hope that you will choose to become a client, because we love helping people!

However, we never pressure or hard sell anyone. Our satisfied clients are our best advertising, so we want you to feel confident that you are making the right decision in working with Cornerstone Capital Advisors.

We call this meeting a “Mutual Commitment” meeting because it represents the beginning of our partnership and our shared commitment to achieving your goals.

Congratulations on becoming a Cornerstone Client!

During the first year of our relationship, we continue to fine-tune your personal roadmap to success through our holistic, life planning approach.

Planning For Your Future: After thoroughly understanding the big picture, we develop strategies to optimize your investment portfolio, cash flow management, retirement planning, and tax minimization. Your individualized plan will we be unique to your financial journey.

Staying on Course: Your financial journey does not end in the first year after developing and implementing your plan. We continue to review, monitor and revise your plan to make sure that you stay on track to reach your financial destination. Our team is here to guide you through the inevitable twists and turns of life.

Though each client has different needs, the core steps of our process align our firm with your vision every step of the way.