Our Process

Explore our simple six step financial planning process

01

FIT Meeting

The initial engagement meeting (in-person or online) that establishes our relationships and determines if we are a FIT for each other.

02

Discovery

We gather data pertaining to your goals, needs and
objectives and use this information to form financial strategies to help meet your goals. 

03

Plan Development

Our team goes to work, confirming all the initial output from the data gathering and the analysis, and finally collects any missing data from you.

04

Plan Presentation

We present the recommendations and results for the plan to help ensure success.

05

Implementation

You can review the plan and then when approved, we get to work implementing products and recommendations.

Disclosure: Implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice of Cornerstone Wealth Management, its affiliates, or any unaffiliated financial institution of the client’s choice. Implementation of the financial planning advices is achieved through a separate relationship with the client.

06

Ongoing Review

We provide personalized and timely reviews so that your plan stays on track and any adjustments can be made.

Our process is built to provide clarity and confidence in your financial future.

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Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Contact our team today!

Securities offered through IFP Securities, LLC. dba Independent Financial Partners (IFP), member FINRA / SIPC. Investment Advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor, IFP and Cornerstone Wealth Management. are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors.