We believe that most of us default to a scarcity mentality around money. We’re afraid there won’t be enough, the budget always feels tight, money is hard, and we’re pretty sure that’s just how life goes.
At Cornerstone, we believe that the antidote to a mindset of scarcity is purpose. We coach people to discover a purpose greater than money, something that money serves. We believe that money is not an end, money is just a tool to elevate our purpose. We primarily coach through our ongoing coaching events.
Infuse your relationship to money with purpose and opportunity instead of scarcity and fear. Join us for a monthly Money on Purpose conversation.
We believe that a free market is efficient, which means that it’s hard to outperform. Research into investor performance is sobering on the whole, as we’d expect in a free market people tend to underperform the market. The good news is that we don’t have to waste time and resources trying to buy and sell the right stocks or funds at the right times, we can simply focus on owning the market as efficiently as possible. No guesswork, no bets, no marketing timing, no stock picking. We subscribe to free market investing.
Create a future for your family
We believe that coaching includes practically walking with families along their own pathways. We bring all of our clients into our Pathway service where we guide them through important financial questions, strategies, and plans to ensure your financial success.
Academic Investing Philosophy
Did you know that there's actually a scientific way to invest that's based on Nobel Prize winning market research? At Cornerstone, we believe in investments that are grounded in real historic market data.
Efficient Market Hypothesis
The Market moves based on new and unknowable information and is therefore difficult and inadvisable to attempt beat.
Modern Portfolio Theory
This theory demonstrates how we can increase return and decrease risk - at the same time.
3 Factor Model
This model shows us how to maximize returns in an investment portfolio.
Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this.
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We look forward to talking with you!