Cornerstone Wealth Partners
About
As an Investor Coach and a SmartVestor Pro with Dave Ramsey’s organization, William uses the Dave Ramsey Baby Steps to coach families through smart money decisions on their investments. To build wealth, he uses an investing strategy based on academic, Nobel Prize-winning research that has been proven to produce results that empower families to pursue their American Dream and live life on purpose.
I love working with families to solve money problems so they can see the goodness in their life and the great things in store in the future without the stress and worry of wondering if they have the right investments. I coach and educate my clients to fully understand how they're money is working hard for them so they can have confidence and peace to focus on the life in front of them.
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Frequently asked questions
What is your typical process for working with a new customer?
1. Intro phone call
2. Discovery meeting- Is this a good fit?
3. MRI Investment Analysis
4. Clients proceed to workshops and ongoing coaching
What education and/or training do you have that relates to your work?
Series 65- IAR
Dave Ramsey Certified Financial Coach
Ramsey Trusted SmartVestor Pro