Cornerstone Connect
One Destination. Multiple Paths.
Equal Commitment. Structured Engagement.
At Cornerstone Financial Team (CFTeam), we believe the value of financial planning is not found in quick answers, but in asking the right questions over time. Cornerstone Connect is the structured framework through which we serve every client — providing consistent guidance, disciplined strategy, and intentional collaboration. While the level of engagement may vary, our commitment to thoughtful, long-term planning remains constant. Each path below reflects a different level of involvement, all designed to move toward one destination: stronger financial outcomes built with clarity and purpose.
Choose Your Path
Clear Collaboration. Structured Engagement.
The chart below illustrates how engagement expands across each path, reflecting increasing levels of collaboration and strategic depth.
Engagement Element | Core | Strategic | Private Client |
CornerstoneConnect™ Quarterly Briefing | ✔ | ✔ | ✔ |
Guided Planning Workshops | ✔ | ✔ | ✔ |
Open Advisory Sessions | ✔ | ✔ | ✔ |
Self-Guided Financial Planning | ✔ | — | — |
Advisor-Guided Financial Planning | — | ✔ (Annual) | ✔ (Ongoing) |
Strategic Planning Session | — | ✔ (Annual) | ✔ (Multiple Per Year) |
Investment Integration Review | — | ✔ (Annual) | ✔ (Ongoing) |
Tax Modeling & Scenario Analysis | — | ✔ | ✔ |
Tax Strategy Collaboration | — | — | ✔ |
Estate Planning Guidance | — | ✔ | ✔ |
Estate Planning Platform Access | Available | Included | Included |
Structured Elements For Every Journey
In-Depth Tools and Resources For Every Partnership.
Cornerstone Connect Quarterly Briefing
Quarterly communication providing market insights, firm updates, and structured financial guidance.
Guided Planning Workshops
Live and recorded instructional workshops designed to teach foundational financial planning concepts and practical implementation skills.
Open Advisory Sessions
Scheduled live sessions where clients may join without an appointment to ask general questions.
Self-Guided Financial Planning
Interactive planning tools that allow clients to build and update their financial plan independently, supported by educational resources.
Advisor-Guided Financial Planning
Structured financial planning led by your advisor, including goal evaluation, analysis, and strategic recommendations.
Strategic Planning Session
Focused strategy meeting to evaluate goals, review progress, and align financial decisions with long-term objectives.
Investment Integration Review
Coordinated review of advisory and outside investment accounts to ensure allocation alignment and strategic consistency.
Tax Modeling & Scenario Analysis
Analytical projections used to evaluate potential tax impacts before financial decisions are implemented.
Tax Strategy Collaboration
Direct coordination between your advisor and your tax professional to align strategy prior to execution.
Estate Planning Guidance
Educational discussion of foundational estate planning concepts, including asset titling, beneficiary coordination, probate considerations, trust strategies, wills, and financial powers of attorney.
Estate Planning Platform Access
Access to a digital estate planning platform for client-generated document creation. Administrative support for document execution (witness and notary services) is available. Clients may elect to engage an independent attorney through the platform for advanced legal questions at an additional cost.
Ready to Begin?
No matter the path, our commitment remains the same: steady guidance, disciplined strategy, and planning that unfolds thoughtfully over time. As life becomes more complex, collaboration may deepen — but our shared destination does not change. If you’re unsure where you fit, let’s start the conversation.
You are under no obligation to use the services of the Estate Planning Platform access or any of the entities mentioned and may choose any qualified professional to provide legal services. These entities and their services are not affiliated with LPL Financial and Cornerstone Financial Team.
Call Us Today
(678) 482-0686
Locate
4485 Tench Rd, Ste 2510
Suwanee, GA 30024
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