Financial transitions are full of unknowns. Whether you're navigating widowhood, preparing to sell a business, or planning for the next generation, we're here to help you move forward with clarity and confidence.
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.
At WH Cornerstone, our clients navigate life’s financial turning points with clarity and confidence.
With decades of experience, we bring clarity to complexity—so you can move forward with confidence and purpose.
May 22, 2025
The Hidden Challenges of Business Owner Retirement
Retirement isn’t just a financial event—it’s a personal transformation. In this blog post, we explore the often-overlooked psychological challenges business owners face after stepping away from their companies. From identity shifts to redefining purpose and navigating changing relationships, discover how to prepare emotionally and mentally for life beyond business—and why thoughtful planning makes all the difference.
Apr 28, 2025
Multi-Generational Wealth and Building the Foundation
Building and sustaining multi-generational wealth takes more than financial assets—it requires intentional legacy planning, clear family governance, and ongoing financial literacy. In this post, explore proven wealth transfer strategies that help families preserve values, avoid the “shirtsleeves to shirtsleeves” pattern, and create a legacy that lasts. Discover how thoughtful communication and purposeful planning can empower future generations.
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?
