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.
The Cornerstone Advantage™
Your Vision Created™
Develop a clear vision of what your goals and objective are.
Do you have a clear vision of what success means to you? This step does just that. Over the next 3 years, what needs to happen in order for you to feel happy about your progress?
The Current Snapshot™
Analyze and evaluate your current financial situation.
We will determine your current financial situation with regards to income, savings, expense, debt, investments# and insurance.
The Strategy Development Stage™
Develop financial planning recommendations and/or alternatives.
This step will outline a list of changes and/or alternatives to your current situation in order to align you with your goals and objectives.
The Plan Execution Stage™
Implement a financial plan* of action.
This is when we will work with you in putting together a plan of Action. We will work with Attorneys, CPA’s, Property and Casualty Agents if needed to implement.
The Accountability Stage™
Revaluate and revisit the plan through set meetings to track progress.
The one thing in life that is constant is Change. Throughout our long term relationship, we will alter the plan as needed; at a death or birth, marriage, purchase of an asset, etc.
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