Due to the COVID-19 pandemic, we have been meeting with clients virtually - Read More
Everything you buy today will cost you more tomorrow. This reality of rising costs should be the cornerstone of your retirement planning Every day you postpone the planning of your finances is a step backward on your path to financial well-being.
Lucky for you, we've boiled down the planning into 6 simple steps:
Success means different things to different people. First things first, we want to get to know you. We want you to show up empty handed. We’re extremely invested in each and every one of our partners. This first step in our process is a chemistry check. We want to get to know you before we get to know your finances. You don’t need to bring in anything but yourself.
By now, we have a solid grasp on who you are and what you want out of your finances. Now’s where we see how and if we can get you there. This is the part where we jump into the thick of it. Where we ask the nitty-gritty questions and start digging through the statements and data. We’ll ask you to bring in a checklist of materials that will allow us to access your financial standing. During this meeting we’ll continue to suss out your unique goals, milestones and aspirations to ensure that your personalized plan addresses all of your wants and needs.
Now with our minds full and swirling with Cash Flow Statements, paystubs and investment statements, we retire to our cave to make sense of your current standings. This is the part where Logan starts turning over rocks and smashing them together while Jay starts writing on the walls. Then boom, presto, tada! Fire is discovered and with it, a fully formulated and personalized financial life plan is bound and embossed with your name on it.
….From investment strategies, to savings best-practices, risk management, estate planning, all the way to retirement roadmapping. Each detail is tailored to you, your goals and your vision of success.
We charge you a modest fee for your plan’s construction. Once delivered, it’s yours. The keys have been metaphorically handed over and we’re all settled. If you wish, you’re free to take your plan and be off to the races. However, if you’d like to stick with us: To have an ongoing relationship, including investment and risk management as well as ongoing plan maintenance…We’re here for it. We’ll take the reins and oversee your finances under as close a watch as you desire. That’s all we ask.
This is the end of the fairy tale, except you get to live it out. For years to come, we’ll manage and carry out your plan. Most of our clients have been with us for years. We’re never more than a phone call away and we insist upon meeting in person at least twice a year. Now you’re part of our family.
If you’re ready to take the next step in your financial journey, now is your moment. Reach out! Together we’ll take the title!
Cornermen Financial is independently owned & operated. Cornermen Financial is a Registered Investment Adviser (RIA). Cornermen Financial offers financial planning and investment advisory services. This site is published for residents of the United States only. Cornermen Financial may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investment involve risk and unless otherwise stated, are not guaranteed.