Ontario / California / United States
Financial Planning is About More Than Just Money! We believe financial planning is a lot like owning a sports team. If theres 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 others 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 (whats 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! Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
