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.
2024 Rise Up Holiday Gathering
The holidays can be a challenging time when you don’t have “your person.” Come be with others who are on this journey and receive a hand up or share a hand back.
Join Paula Harris and the Rise Up community for a holiday gathering to mix, mingle, and share some merry.
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.
Nov 25, 2024
Philanthropic Planning: Maximizing the impact of your charitable giving in 2024
When charitable giving becomes part of a well-thought-out plan, it might be called 'philanthropic planning' or 'strategic philanthropy.' By leveraging these strategies before year-end, you can potentially reduce your 2024 tax liability while supporting the causes you care about.
Oct 30, 2024
WH Cornerstone Investments Co-Founder, Bill Harris, Earns CEPA® Designation
WH Cornerstone Investments Co-Founder, Bill Harris, Earns CEPA Designation
Oct 21, 2024
The Importance of Comprehensive Financial Planning for High-Net-Worth Individuals
The crucial importance of comprehensive financial planning for high-net-worth individuals (HNWIs) can't be overestimated. Add the economic uncertainty and geopolitical instability in the U.S. and abroad, and you could face a rapidly evolving financial landscape. Existing financial plans virtually demand to be revisited.
