Cornerstone Financial Advisors, Inc
Our Process
Every client has unique objectives and financial circumstances. Before giving any financial advice or recommending any financial services, we need to assess your current situation and understand your goals. Our assessment involves collecting, analyzing, and discussing numerous items. We want to be diligent in helping you develop a plan that grows throughout the seasons of your life. By using a Biblical foundation throughout the process, we can create a plan that serves as the cornerstone for your future.
Income Tax Returns
Bank Prepared Financial Statements
Accountant Prepared Balance Sheets
Accountant Prepared Profit & Loss Statements
Pay Stubs
Social Security Statements
Checking Account Statements
Savings Account Statements
Money Market Account Statements
Certificate of Deposit Statements
U.S. Savings Bonds
Debt Statements
Summary of your Employer Group Benefits
Life Insurance Contract Booklets & Annual Statements
Disability Insurance Contract Booklets & Annual Statements
Retirement Account Statements
Investment Account Statements
529 Plan Statements
Long Term Care Insurance Contract Booklets & Statements
Real Estate Holdings
Business Holdings
Last Will and Testament
General Power of Attorney
Healthcare Power of Attorney and Living Will
Proverbs 14:15
“The simple believes everything, but the prudent gives thought to his steps.”
Luke 14:28
“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?”