John has owned Corner Post Financial Planning more than 15 years and has more than 25 years of experience in the financial services industry. Schedule a 15-minute introductory phone call or virtual meeting with one of our financial planners to discuss your goals. Here at Corner Post Financial Planning, we believe that your money needs a plan.
Without a plan for our money, we tend to be distracted by chasing returns or fretting over the news. All of our work, from our planning process to investment recommendations, starts with what you want to accomplish with your life. This looks different for every client. While a comfortable retirement is a common goal, other passions include leaving a legacy, planning for long-term care, and optimizing investments.
Without a plan for our money, we tend to be distracted by chasing returns or fretting over the news. All of our work, from our planning process to investment recommendations, starts with what you want to accomplish with your life. This looks different for every client. While a comfortable retirement is a common goal, other passions include leaving a legacy, planning for long-term care, and optimizing investments.
Services
No two situations are alike. With each client, Corner Post Financial Planning offers an individualized and comprehensive approach. While developing a plan for you or updating your current strategy, we will walk you step by step so you feel more confident in your decisions. After your strategy is developed in accordance with your goals, we will execute and monitor the plan.
In 2016, Corner Post Financial Planning marked 10 years serving our clients. Under John R. Berry's leadership, the firm has grown from one advisor to three covering a wide swath of the western Dallas-Fort Worth area. We are a full-service financial firm committed to helping you pursue your financial goals by providing a wide range of products and services to individuals and business owners.
What should I expect of Corner Post Financial Planning? You should expect us to inquire about your life goals as well as all the facts of your financial situation, including investments, savings and spending, insurance, income, debt, and other obligations. This is uncomfortable for some individuals, but the best way to make recommendations for you is to get to know you as an individual or family.
Financial Planning is a collaborative process where the advisor and client, together, develop a plan for the client's most important goals. Objectives can be common-such as retirement-or unique, such as launching your dream business. Even if your goals seem ordinary, though, such as a nice retirement at age 65 with a big vacation every two years, we don't use a one-size-fits-all map or app to show you how to work toward your plans.
The CERTIFIED FINANCIAL PLANNERTM Board of Standards lays out the formal financial planning process. What areas will be evaluated? Here we will define responsibilites. Also, we will discuss compensation, how long the relationship will last, and how we will make decisions. This includes the production of documents as well as discussion about your financial situation.
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