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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Financial Planning is About More Than Just Money!

We believe financial planning is a lot like owning a sports team. If there’s no one coordinating the team members, they will do what they do best individually, but lose as a team. Why? No one knows what the other’s game plan is.

At Cornerstone Financial Strategies, we understand people try to hire the best professionals (attorney, CPA, financial advisor, etc.) at what they do; but often fail to have them communicate as one team with the same goal—your desires and values. This is why at Cornerstone Financial Strategies, we offer values-based (what’s most important to you), comprehensive (corralling all the pieces of the puzzle) financial planning. Since we believe money is not the most important thing in life, we focus on your custom, personalized strategies that will take into consideration your most important goals aligned with your most deeply held values.

All this with Cornerstone Financial Strategies’ unprecedented level of service!

Find out how you too may start living your ideal life!

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Creating your family legacy

What do you plan to leave behind for the people you love? We can collaborate with you, your family and your attorney to create strategies to build and sustain wealth and work toward a healthy financial future that can last for generations to come.

We start by focusing on what your family values. These values are not just from a financial standpoint but also the ways you contribute to your community through charitable contributions or other ways of giving back. Collaboration is key, so we thoughtfully bring everyone to the table to make sure the entire family’s goals and objectives are considered.

Proactively creating a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, review needed legacy documents, and, of course, address questions or concerns you may have.

If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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