Working With Us

At our initial meeting, we will review your current holdings and budget, or help to initiate a budget. We assist in 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 and bi-annually going forward. You are free to request any additional meetings or reviews as needed, and your account information is available to you at all times on your mobile device though LPL's AccountView app (download in the Apple App Store or Google Play Store) .

In the midst of political instability, many investors are seeking a fresh perspective. That's why we at Cornerstone Christian Wealth Management offer a free Second Opinion Service (S.O.S.).

Those who may already be working with a financial professional benefit from this service by receiving a second opinion on their investments at no cost or commitment.

We are proud to offer a free, one-hour consultation for new and existing clients. We can assist you in portfolio reviews, tax strategies, budget planning, and goal setting to get you on the right track to financial performance and independence.

Ever tried to time the market, felt buyer's remorse, or anxiously watched your stocks go up and down?

From lawyers to engineers to teachers to medical professionals, our clients have busy lives. Investing should be one less thing to worry about. Taking into account our your age, risk category, and investment experience, we focus on the goal of making sound investments for our clients so that you can focus on what you do best.

Our professional team of advisors continually manages our client portfolios, watching for risks, momentum, and warning signs in the market. Discover our process by scheduling an appointment with us.