Financial transitions are full of unknowns. At WH Cornerstone, we help you make thoughtful financial decisions through coordinated investment management, proactive tax strategy, retirement planning, and legacy guidance, so you can move forward with clarity, confidence, and purpose.
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.
Take the Cornerstone Financial Clarity Matrix™ to see where things are clear—and where planning could make a difference.
Reviews may be from clients or non-clients, are not representative of all experiences, and no compensation was provided.
Jul 23, 2026
How to Help Aging Parents Stay Financially Independent Longer
Helping aging parents doesn't mean taking over their finances. Sometimes, the best support is simply being another set of trusted eyes, helping them spot scams, strengthen safeguards, and prepare for the future while preserving their independence and dignity.
Jul 9, 2026
Rise Up 2026 Seaside Summer Soiree
Join us for a beautiful summer evening of meaningful conversation, heartfelt connection, and community. Enjoy the company of inspiring women gathering to share stories, laughter, and encouragement in a gracious summer setting. We would be honored to have you join us.
Jun 23, 2026
Retirement Is Around the Corner. Where Does Your Income Come From Now?
Retirement sounds wonderful – right up until the moment you realize the paycheck is about to stop. Retirement income doesn’t come from one place. Learn how Social Security, investments, pensions, and planning work together.
