Tools

Resources + Tools

 

From risk analysis to retirement checkups, we’ve got you covered. Check back often for additional tools for comprehensive and mindful wealth management.

WH Cornerstone Investments headquarters in MassachusettsSecure Client Portal

Access your secure client portal here.

Questions? Give us a call and we’re happy to walk you through the process.

Go to my client portal

 

ourapproachWhat’s your risk number?

Ready to make financial decisions from a place of knowledge and not fear?

Calculate your true risk tolerance by using this innovative scientific framework that happened to win the Nobel Prize for Economics.

What’s my RiskNumber™?

 

curve-ball-life-planning-financial-advice-for-widowsCurve Ball Life Planning™ Workbooks

How do you prepare for the unthinkable? WH Cornerstone Investments has you covered with two workbooks dedicated to opening the conversation when a spouse dies. Our Prepare Workbook is intended for couples to fill out while they’re healthy and able. Our Rebuild Workbook is intended for the surviving spouse and offers practical and necessary next steps to help move you forward.

Download the Workbooks

 

Get a retirement checkup.

Take our simple quiz to see how prepared you and your spouse are for retirement.