Financial Planning for Millennials (Gens Y & Z)

It's Never Too Early . . .

It really is true. It’s never too early to plan. And good financial advice, offered with care and attention to what matters now and in your future, can make all the difference. How do we know? Our clients tell us so. And many of them have worked with us for 20 years or more. In fact, many have worked with us since they were in their 20s and 30s.

Cornerstone helps you plan for your future and live the life of your dreams. Our CFP® professionals may have been in your graduating classes; they also practice the advice they give. We begin by asking questions and then listening to you…very carefully. As fiduciaries, we are required to put our clients’ interests first. We are advocates both for the future you envision in 5 years as well as the one that’s still 25 years out.

We know that, most likely, your greatest assets are who you are, what you can do and who you will become —not how much you have. That’s why we don’t have minimum fees or asset levels for new clients under age 40. Instead, fees for our ongoing advice are based on your income and not your assets. That means you’ll never have to worry about being able to work with a CFP® professional for the financial planning advice you need to achieve your goals.

While some of our clients are local, we also provide advice on a virtual basis to clients around the world. We understand that you’re busy, and taking time off work to travel to our office isn’t always possible. By providing services virtually, you can receive the highest level of advice both efficiently and conveniently.

Cornerstone is committed to providing the financial planning and advice you need, which may include cash flow planning to help your balance of save/spend/share, debt management that employs money and time wisely, career advice and planning for when opportunity knocks, tax planning that is savvy whether your income is high or low, insurance and estate planning when you make new commitments, real estate analysis that’s neither short-sighted nor rose-colored, retirement planning that’s evidence-based and knows life doesn’t unfold in straight lines, and investment advice and/or portfolio management that’s sound, opportunistic and can be designed to reflect your values.

Good advice and sound planning that meets you where you are. It’s never too early. Let’s talk soon.