Cornerstone Pathway

The Cornerstone Pathway
^{A Clear Beginning. A Structured Future.}

Every strong financial outcome begins with clarity.

The Cornerstone Pathway outlines exactly what it looks like to begin working with us — from your first conversation through ongoing service.

Schedule Your Vision Call

Step 1: Vision Call<br/><sup>A Conversation About What Matters Most</sup>

Step 1: Vision Call
^{A Conversation About What Matters Most}

• Your goals
• Your current financial position
• Your questions and concerns
• Whether we are the right fit

If this is the only time we ever speak, you will leave with at least one insight you did not have before.

Schedule Your Vision Call

Step 2: Blueprint Session<br/><sup>Organizing Your Financial Foundation</sup><br/>

Step 2: Blueprint Session
^{Organizing Your Financial Foundation}

• Build a net worth summary
• Review income sources
• Evaluate retirement savings
• Assess debt structure
• Review risk management
• Confirm estate planning status

This session is designed to determine whether engagement makes sense.

Step 3: Choose Your Path
^{One Destination. Multiple Paths.}

Core

The foundation of our principal service, designed for flexibility and access.

• Open and maintain investment accounts
• Access to planning technology
• Self-guided financial tools

Strategic

Comprehensive planning with structured guidance and ongoing alignment.

• Blueprint & Cornerstone Build process
• Stress test your Goals and Plan
• Personalized recommendations
• Investment implementation

Planning Fee: $3,000
Initial Payment: $1,000
$250,000 advisory assets waives remaining planning fee

Private Client

Advanced coordination for households with greater complexity.

• Higher engagement cadence
• Multi-account coordination
• Advanced Planning Integration
• Tax and Estate Planning

Step 4: Cornerstone Build<br/><sup>Testing the Plan</sup>

Step 4: Cornerstone Build
^{Testing the Plan}

• Goals tested through Monte Carlo analysis
• Assumptions refined
• Recommendations finalized
• Completed plan delivered

Step 5: Ongoing Service – Cornerstone Connect<br/><sup>Structured. Disciplined. Ongoing.</sup>

Step 5: Ongoing Service – Cornerstone Connect
^{Structured. Disciplined. Ongoing.}

• Ongoing investment management
• Regular review cadence
• Goal tracking
• Strategy adjustments

Planning is not a one-time event. It is a disciplined rhythm: Goal → Plan → Invest → Repeat.

About Our Ongoing Service Model

Ready to Begin?

The Cornerstone Pathway ensures that every client — regardless of starting point — begins with clarity.

Schedule Your Vision Call

Call Us Today

(678) 482-0686

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Locate

4485 Tench Rd, Ste 2510
Suwanee, GA 30024

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Schedule A Call

Click here to view our calendar.

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The Cornerstone PathwayA Clear Beginning. A Structured Future.

Step 1: Vision CallA Conversation About What Matters Most

Step 2: Blueprint SessionOrganizing Your Financial Foundation

Step 3: Choose Your PathOne Destination. Multiple Paths.

Core

Strategic

Private Client

Step 4: Cornerstone BuildTesting the Plan

Step 5: Ongoing Service – Cornerstone ConnectStructured. Disciplined. Ongoing.

Ready to Begin?

Call Us Today

Locate

Schedule A Call

The Cornerstone Pathway
^{A Clear Beginning. A Structured Future.}

Step 1: Vision Call
^{A Conversation About What Matters Most}

Step 2: Blueprint Session
^{Organizing Your Financial Foundation}

Step 3: Choose Your Path
^{One Destination. Multiple Paths.}

Step 4: Cornerstone Build
^{Testing the Plan}

Step 5: Ongoing Service – Cornerstone Connect
^{Structured. Disciplined. Ongoing.}