Like any good service provider, it is important to gain an understanding of our clients needs. This is done through a comprehensive consultation and analysis of the clients current financial position, along with goal setting and an action plan. Even if the client may feel this is not a requirement, for our consultants it’s a key factor in any targeted strategy which may be provided. We are not a company which is there to get in and get out. We are providing this service to establish long life relationships.

As Cornerstone Wealth and Mortgage Services is an institution and has only been operational for a small number of years, we are slowly improving our market share through effective client management. Our once small client base is rapidly growing through our referral network. That network comprises of both existing clients and our industry partners. As those clients who have used our services tell their friends of their success through using our program, they quickly connect with us to see if this may be a possibility for them also.

As no clients situation is the same, it is vital all the information is gathered and a complete and methodical plan is conscientiously implemented. If a consultant is requesting information from the client it is important we at the Cornerstone Wealth and Mortgage Services provide information to the client regarding who we are and that we are meeting our licensing requirements. Below is our company details for you to complete any search you may wish.