Services

 

Our Services

 

 

Point us in the direction of your dreams.

Comprehensive wealth management and financial planning solutions for those who see their future as greater than their past.

WH Cornerstone approaches financial planning and investing differently. We think and act with your whole life – and all its moving parts – in mind. Our innovative Future Focus Quest™ helps us build a short-term actionable plan for you. We’re not just financial planners, we’re dream architects.

Where do we go from here?

We approach each relationship as a financial quarterback to advise, implement and continually manage all the moving parts in your life. Our list of services is thoughtful and well-considered. What can we help you with? 

  • Money management
  • Financial planning
  • Estate planning
  • Planned giving
  • Asset protection
  • Retirement planning
  • Second-Act Retirement Coaching™
  • Curve Ball™ Life Planning
  • Multi-generational family and educational meetings
  • Family philanthropy and mission creation meetings
  • Employee education meetings

“When your values are clear to you, making decisions becomes easier.”

You are more than the dollar amount in your bank account. Your story is rich and complex and you know that money matters. We hear you.

That’s why we integrate our The Future Advantage™ discussion at the beginning of every new client relationship. It’s part therapy session, part financial boot camp and 100% the road map that will develop your plan.

We will look at the financial long view but want to make your next steps more digestible. That’s why we like to plan in three-year intervals. It’s tangible and achievable. begin it™.

Second-Act Retirement Coaching

You’ve been waiting for this time in your life since you first began setting aside money for this far off life event called “retirement.”

Now the concept is about to become a reality. Are you really ready for all that retirement entails?

WH Cornerstone Investments, Inc. provides a series of meetings, exercises and follow-up coaching sessions that give you a clear roadmap for your retirement.

The ultimate goal of your money is to live the best life possible with the money you have in your second-act. Together, we can help you achieve that. To learn more about the Second-Act Retirement Coaching™ program contact us today.

Curve Ball™ Life Planning: A playbook to rebuild your personal and financial life

When life throws you a curveball, where do you turn? Our Curve Ball™ Life Planning is designed specifically for widows and widowers.  We offer a comforting space for reflection, goal-setting and a plan to rebuild your personal and financial life.

Could you or someone you know use sound, visionary stewardship? Review our brochure or contact us to learn more about our Curve Ball™ Life Planning.