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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

Schedule a Call to Begin