Making choices alone can be overwhelming. We once made financial decisions together, and now I’m seeking a thinking partner. WH Cornerstone Investments empowers widows with their financial future.
Please join Paula and the Rise Up community for our annual Seaside Summer Soiree on Thursday, May 22nd in Duxbury!
We're looking forward to a wonderful evening of friendship and fellowship over cocktails, appetizers, and desserts.
We hope to see you! Please RSVP to let us know you're coming.
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 Registered Investment Advisory firm (RIA), 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.
Mar 24, 2025
Why a Financial Planner Is Your Trusted Partner for Life’s Biggest Milestones
What happens when you've worked tirelessly to build wealth, only to face a sudden health crisis or a family conflict? Navigating life's financial complexities doesn't have to be done alone. What if your financial planner wasn't just a money manager but was also your most valuable thinking partner?
Mar 11, 2025
Estate Planning & the Frozen Dead Guy: A Cautionary Tale
As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard of the job, we guess). More importantly, are their estate plans being carried out as directed. Was it Bredo Morstøl’s final wish to be packed in ice, shipped to the United States and cryogenically frozen?
Feb 20, 2025
Windfall Wealth Management: 6 Steps to Secure Your Financial Future
Responsibly planning for your and your family's future while integrating the possibility of a windfall into your overall financial strategy will allow your current finances and future windfall to work together to offer you long-term stability and peace of mind. Here's how.
