The Cornerstone Process™
Align your wealth to what is truly important to you.
What is The Cornerstone process™?
At our core, we always want to be moving in the direction of our heart.
But too often, we fail the initial test of defining those core principles. We’re either too busy, distracted, or even scared to do the hard work of identifying our core beliefs and desires.
Financially, this can be disastrous. You see, money is just a tool. If you don’t have clarity around what you are trying to build, how could you expect to arrive at the correct finished product?
The Cornerstone Process™ provides a solution. It’s a facilitated conversation that identifies three main priorities:
Your Values
Your Goals
Your Dreams
We do this by asking five very pointed, intentional questions that are designed to get to the core of who you are. Then we ask follow-up questions. And more follow-up questions. With the objective of listening to what’s truly important to you.
The result is:
clarity about where you are headed
our team HAS an accurate picture of your values and objectives
A clear set of goals that we can help you plan for
But we don’t want to stop there.
We want to give you something tangible to refer to each day as life gets busy.
That’s why we take the outcome of The Cornerstone Process™ and distill it down to a one-page summary that highlights your priorities. The result is something you can post to the fridge as a reminder of what’s truly important.
