Life brings important decisions, and sometimes unexpected change. Whether you're preparing for retirement, navigating the loss of a spouse, or making decisions about what's next, we provide thoughtful financial guidance to help you move forward with clarity and confidence.
Low Tech Love: The Power of a Handwritten Note
At WH Cornerstone, we understand that losing your spouse is a time of feeling lost. While financial guidance is vital, emotional connection plays an equally important role. A handwritten note becomes more than a kind gesture — it’s a reminder of humanity, love, and hope.
In her TEDx talk, Paula Harris encourages you to take a moment to write to someone in your life who could use encouragement. Your words might just be the light they need.
What can you expect from us? Beginning with a no-pressure discovery meeting for us to get to know each other, we then hand craft a bespoke plan, carefully taking into consideration each aspect of your life so that you can spend your days how you want. Conducting a thorough five step process, we are able to identify and capture your unique goals and dreams.
You work hard and want your wealth to be cared for. As a investment advisory firm, our fiduciary duty and legal obligation is to put your interests first, which means you won’t run into hidden costs, expenses, or agendas. Our solutions are customized for your life, with all its moving parts in mind. By creating flexible, hand-crafted plans that are based upon your investment goals, risk tolerance, time horizon, tax profile, and income needs, we act as your board of directors, as well as your thinking partners.
You want to be a financially confident woman, but you might feel your financial future is uncertain. That’s why we created Curve Ball Life Planning™: to empower you to live life from a position of knowledge and power, rather than fear and ignorance. Being prepared does not mean expecting that something bad or fatal is going to happen, but rather being ready if it does. Whether you’ve just experienced one of life’s curve balls or you’re preparing yourself for a worst-case scenario, we’re here to help.
Reviews may be from clients or non-clients, are not representative of all experiences, and no compensation was provided.
Sep 21, 2026
Before You Remarry: 7 Financial Questions Every Widow Should Ask
A new relationship can bring joy and possibility — and financial decisions you may never have expected to make again. Before marrying, combining households, or blending assets, here are seven conversations worth having.
Sep 2, 2026
Secondary Losses in Widowhood: Grieving More Than the Loss of a Spouse
Losing a spouse can bring many unexpected secondary losses—from identity and relationships to confidence and financial security. Learn why they matter.
Aug 12, 2026
Is Your Financial Advisor Managing Your Investments—or Your Financial Life?
Is your financial advisor helping with your whole financial life—or primarily your investments? Learn how comprehensive financial planning connects taxes, estate planning, family decisions, retirement, and more.
