#cornerstoneprocess #moneyandmortgages #financialplanning

In this episode, host Adam Coleman welcomes back Austin Coley, a Certified Financial Planner™ from McCall & Associates, to discuss "The Cornerstone Process". This process is designed to align clients' financial goals with their personal values and dreams, moving beyond mere numbers to encompass what truly matters most to them. They explore the origins of the cornerstone process, touching on its inspirations from charitable giving strategies and how it can transform financial planning discussions. Austin elaborates on five key questions that help clients identify their core values and goals, explaining how these are integrated into a comprehensive financial plan. The conversation also touches on the differences in planning across various life stages, from accumulation to legacy, and emphasizes the importance of honest and open dialogue in financial decision-making.

To learn more about Austin's firm and the Cornerstone Process visit: https://www.mccallandassociates.com/the-cornerstone-process

00:00 Introduction and Guest Welcome

00:24 Understanding the Cornerstone Process

02:02 Origins of the Cornerstone Process

06:11 The Five Key Questions

09:57 Client Experiences and Unique Answers

12:45 Handling Different Goals and Prioritization

21:46 Review and Revisions of Goals

27:10 DIY Financial Planning Tips

29:08 Conclusion and Contact Information

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Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

McCall & Associates Disclaimer:

Our address: 5217 Maryland Way, Ste 401 Brentwood, TN 37027

My Title: CERTIFIED FINANCIAL PLANNER™ at McCall & Associates

Phone number: 615.370.4040

Disclosure: First National Bank and McCall & Associates are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Austin Coley and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. The information contained within does not purport to be a complete description of the securities, markets, or developments referred to in this material.