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Our Process

Cornerstone Investment Advisors, LLC constructs a customized plan that serves as a blueprint to your success by use of the following six steps:

  1. Establishing and defining our relationship.

    We offer an initial complimentary consultation to learn about your financial goals and dreams and to explain the services that we offer. This information sharing helps determine the basis for our professional relationship. At this meeting, we also describe how we are compensated for our services.

  2. Defining goals and gathering data.

    Through the meeting process we mutually identify your financial planning and personal goals. We gather all information and documents that will help us see the holistic view of your financial circumstances. These may include tax forms, financial statements, liabilities and cash flow statement, insurance policies, and estate planning documents

  3. Analyzing and evaluating your current status.

    We analyze all information provided to assess your current situation.

  4. Developing and presenting financial planning recommendations.

    Based on the analysis of the information, we offer financial planning recommendations that address your unique goals. We thoroughly explain all recommendations so that you can make informed and feasible decisions. Revisions are made as needed.

  5. Implementing the financial planning recommendations.

    Together we agree on how the plans should be implemented. When requested, we also work together with your attorney and accountant.

  6. Monitoring the financial planning recommendations.

    We constantly monitor your plan to ensure it remaining on course and meet regularly with you to discuss your progress. From time to time, we may recommend adjustments and procedures if appropriate.

Throughout this process we work cooperatively with you so that you understand your choices and are able to make informed decisions. We value long-term relationships which enable us to keep the plan current through life’s changes.