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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

Our Process

Our Process

At Cornerstone Financial Group, we seek to embark on a journey encompassing all the different stages of your retirement in a wholistic manner. We specialize in navigating through each questpoint as it becomes relevant within your retirement journey.

How do we accomplish this? Through our proprietary process, The Questpoint FORMula©. If you set sail for Hawaii from California and are off course by just 1 degree, you are going to miss the islands by over 500 miles! Well, the same thing can happen on your journey to retirement. Job changes, social and political events, markets storms and more importantly, “life events” in general can change your direction or even take you off your course completely.

The simplest of changes in life can make the best laid financial plans obsolete. To this end, we developed and refined the Questpoint FORMula©. Our proprietary process monitors your critical life and financial events, staying fluid and dynamic, to help you make mid-course corrections as needed and reach your destination.

With Cornerstone guiding your retirement journey, you are now free to focus on the things that really matter in life which are Family, Occupation, and Recreation.

Client Centered


  • What do you want to accomplish?
  • What is essential to you?


  • How will we get you there?
  • What services are the best fit for you?


  • Financial and legacy planning
  • Product and risk assessment/fit
  • Building a lasting relationship

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