Our Unique Process

The Cornerstone Advantage™ is a unique financial plainning process that was developed by Carmine Corino. This process allows Carmine to bring clarity, confidence, and direction in a clients financial future.

Your Vision Created™

Develop a clear vision of what your goals and objectives are.

We will help crystallize your goals and objectives, which become the focal point throughout the process.

Your Current Snapshot™

Analyze and evaluate your current financial situation.

We complete a comprehensive evaluation of your current cash flow, retirement forecast, investment strategies, and estate plan.

The Cornerstone Strategy™

Develop financial planning recommendations.

Our plan of action is customized to your situation. We deliver specific recommendations and education along with supporting rationale in a way that will allow you to make decisions with ease.

Plan Execution™

Implement a financial plan* of action.

Using our guided implementation process, we are the trusted professional that will help make the changes necessary to stay consistent with your goals and objectives.

*Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.

Audit and Adjust™

Revaluate and revisit the plan through set meetings to track progress.

The one thing in life that is constant is Change. Periodically, we will audit our progress and adjust the plan if needed. Change will happen and adjustments will always be needed. Therefore, we’ll never limit the number of meetings with you.

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April 08, 2020 @ 02:31 PM

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