FINANCIAL GUIDANCE DURING LIFE TRANSITIONS

Sound, professional guidance for financial stability during a challenging or unexpected life event.

We help you adapt to significant personal and financial changes to prevent bad financial decisions, and alleviate anxiety, confusion and emotional turbulence.

FINANCIAL GUIDANCE DURING LIFE TRANSITIONS

Sound, professional guidance for financial stability during a challenging or unexpected life event.

We help you adapt to significant personal and financial changes to prevent bad financial decisions, and alleviate anxiety, confusion and emotional turbulence.

Sudden wealth can be tricky.

Sudden or significant changes in your financial situation can be life-altering. Successfully managing financial transitions can be a greater challenge than you realize.

It’s not just a matter of managing the situation – it’s managing the change. Rational long-term thinking may be overcome by feelings of fear, confusion, or overconfidence.

As Certified Financial Transitionists, we specialize in change-based wealth planning.

We employ an array of specific strategies, processes and services to help make your financial transition less stressful, more productive and yes, sometimes even enjoyable

As Certified Financial Transitionists, we specialize in change-based wealth planning.

dog makes a huge mess

Get Your Financial House in Order

To help you feel safe, our first priority is to make sure you “will be ok,” and to work with you to address your most urgent and important needs.
husky walking besides the pool area

Regain Financial Balance

We stabilize your most pressing matters, and identify any gaps and areas for improvement.
Prioritizing these matters will give you a sense of confidence and security.

dog looking out on a window of a car.

Plan and Move Forward Confidently

Your Financial Transition Plan will be completed on your schedule.
This blueprint of your financial life will include your all-important Summary of Recommendations and Action Items.

Your Financial Transition Plan

paws 1

Schedule a complimentary consultation.

paws 1

Tell us all you would like to accomplish.

paws 1
With our guidance, implement your plan and monitor progress toward your goals.
dog going up the stairs

If you’re worried about:

  • Regretful financial choices
  • Total loss of wealth
  • Broken personal relationships
  • Disconnect between money and personal values
  • Family conflicts

Let Cornerstone Wealth Management give you the confidence, security, and well-being that comes with sound financial guidance during this critical period in your life.

Why Work With
Cornerstone Wealth Management?

dog exploring its opportunity

Explore Your Opportunities

Creating your plan is collaborative.

We have options, and you will have choices, on the ways you prefer to accomplish your goals.
dog relaxing and wearing shades

Refine and Refresh

Over time, your priorities, circumstances and needs will change. You will continue to have questions.

We will be there to help you refresh your Plan to reflect your changes.
two dogs running together

Your Personal Wealth Manager

The foundation of your Financial Plan is Cornerstone Wealth Management.

We will always be there to provide you with client-centered, fiduciary-based support.

Transitions are important life pivot points. This includes:

  •         Sale of a Business
  •         Inheritance
  •         Windfall
  •         Divorce
  •         Widowhood
  •         Serious Illness
  •         Retirement
  •         Legal Settlement
  •         Long-Life Planning
  •         Significant Stock Options
  •         Entertainment or Sports Contract

These events are why clients hire us; To prepare for, manage, and adapt to change.

Only 20% of people going through significant changes are prepared to take corrective action. With the help of a Certified Financial Transitionist (CeFT®), anyone going through these life transitions can improve their ability to prepare for change.

Financial transition is much more than a money event and reshaping your finances. Click here to learn more about the two sides of Money

Technical

  •         Taxes
  •         Investments
  •         Estate Planning
  •         Cash Flow
  •         Risk Management

Personal

  •         Relationships
  •         Emotions
  •         Hopes &Dreams
  •         Self-Esteem
  •         Sense of Well-Being

Both sides are equally important and complex. But it is the personal side that drives decision-making. An advisor not trained in this discipline lacks the tools and discipline. 

People facing or who will be facing a major life event will benefit from working with a credentialed, true and trusted CeFT® thinking partner.

Have Questions? We've Got Answers!