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.
Low Tech Love: The Power of a Handwritten Note
Want to foster deeper, more meaningful relationships?
We’re excited to share Paula’s talk from TEDx Greenhouse Road, Low Tech Love: The Power of a Handwritten Note, that explores why writing to someone is a powerful way to foster or revive connections in today’s digital world.
How can you bring real connection back to your communications that defaulted to digital?
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.
Dec 26, 2024
Low Tech Love: The Power of a Handwritten Note
In this TEDx Talk, Low Tech Love: The Power of a Handwritten Note, Paula Harris, Author, Speaker, and Co-founder of WH Cornerstone Investments, explores how we can bring real connection back to communications that have defaulted to digital.
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
