Become A Client At Cornerstone Financial Management becoming a client is easy. We are committed to meeting your high expectations in the areas of unparalleled service, insightful guidance and one-on-one engagement.We invite you to Contact Us to schedule a no-obligation discovery meeting to talk about your current situation and circumstances and your long-term objectives. Our initial meeting will focus on you, your family and your goals. You’ll have an opportunity to interview us and find out why we may be a good fit for pursuing your financial goals.To ensure we spend our time together wisely and efficiently for your benefit, we suggest you bring the following information and documents to our initial meeting, as applicable:Most recent tax returnSocial Security statements or estimatesEstate planning documentsRetirement plan statements – 401(k), IRA, 403(b)Most recent investment and savings statementsBrokerage, mutual fund and annuity account statementsCopies of Life and Disability Insurance policiesWe look forward to meeting with you to determine how we can help you pursue your lifestyle goals! You have meaningful goals. CornerStone Financial Management can help you pursue them. Contact us and start your financial planning today. Name Email Address Phone Question Thank you! Oops! Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!