Cornerstone Wealth

Client Experience

Whether you‘re an individual contractor or a family business we’ve got you covered with our comprehensive quarterly review schedule.

Individual Calendar

JANFEBMAR

Q1

Tax Strategies for the year
Cash Flow
Family Meetings

APRMAYJUN

Q2

Investment Strategies
Funding Education
Balance Sheet Review

JULAUGSEP

Q3

Estate Plan Review
Insurance/Protection Planning

OCTNOVDEC

Q4

Advisor Meeting
Tax Planning
Investments

Business Calendar

JANFEBMAR

Q1

Cash Management
Debt Management
Financial Management
Risk Management

APRMAYJUN

Q2

Estate Plan Review
Personal Account Structure & Investments
Personal Insurance Review

JULAUGSEP

Q3

Key employee compensation & incentives
Review Retirement Benefits
Review Other Employee Incentive Options

OCTNOVDEC

Q4

Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis

Good plans shape good decisions. That’s why good planning helps to make elusive dreams come true.
Geoffrey Fisher

Begin Planning Today

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