A cornerstone is "the chief foundation on which something is constructed or developed." It is both "essential" and "indispensable, " according to dictionary.com. Without solid cornerstones that are well-grounded and thoughtfully-designed to support both fundamental needs and visionary aspirations, the buildings that shelter, house, comfort and inspire us would soon show cracks.
In time, they would likely come to disappoint - if not endanger - us. We believe ongoing planning advice that is similarly well-grounded and thoughtfully-designed to be fundamental to achieving your life's goals and enhancing its quality, for your well-being and that of the people and causes you care most about.
In time, they would likely come to disappoint - if not endanger - us. We believe ongoing planning advice that is similarly well-grounded and thoughtfully-designed to be fundamental to achieving your life's goals and enhancing its quality, for your well-being and that of the people and causes you care most about.
Services
Andrea is a Principal and Financial Planner at Cornerstone and likes to think of herself as a financial planning mentor to the clients of Cornerstone. She began her career as a Graduate Intern in 2004 and has been at the firm full-time since 2005. Andrea enjoys getting to know the clients of Cornerstone personally and knowing them is key to helping them reach their financial and life goals.
In 2010, Cornerstone established our Residency in Financial Planning to prepare select graduates of CFP Board-Registered financial planning programs for careers as professional financial planners and to meet the advisory needs of our firm in serving our clients. Three Residents have graduated from our program, and another is in the midst of her residency.
Before learning about your assets (and even before learning about your goals), we get to know YOU: the significant influences and lessons in your life, your money role models, your personal values and philosophy, your hopes and dreams (and, yes, your fears and regrets). In short, your financial story.
Combined with wise financial planning advice, a sound investment philosophy helps to fuel your ongoing financial success and security. What we believe about investing can help you achieve your financial goals. Investing is not a competitive sport. Instead, our approach to portfolio management ignores the narrow approach of attempting to beat the performance of the index that happens to be "hot" at the moment.
It really is true. It's never too early to plan. And good financial advice, offered with care and attention to what matters now and in your future, can make all the difference. How do we know? Our clients tell us so. And many of them have worked with us for 20 years or more. In fact, many have worked with us since they were in their 20s and 30s.
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