Our Process

"Providing Professional Investment Advice with a Christian World View"

Cornerstone Christian Wealth Management focuses on uncovering & understanding the needs and abilities of our clients. Fostering a coaching style atmosphere to advise investor behavior producing long term results as we center on Biblical stewardship principles and professional investment advice.

At our initial meeting, we will review your current holdings and budget, or help to initiate a budget. We assist in planning and designing a road map toward these goals. Goals may be retirement, college funding, investments, real estate purchases, legacy or charitable gifting, or other financial plans of great importance to you.

We will monitor your progress in our reporting system and review the results at our meetings. We recommend quarterly meetings the first year, bi-annually the second and annual from the third year on. You are free to request any additional meetings or reviews as needed.