Discover Your Financial Voice And Your Choices
Empower yourself to make informed decisions—don’t be left out of the financial conversation.
Personalized Planning
Jargon-Free Language
Confidence Building
Overwhelmed by Investment Decisions? We're Here to Guide You.
Many women find themselves moving at such a fast pace in their own lives that they don’t have time to make the best decisions for themselves or their family’s finances, especially as their personal situation evolves through the years.
At Cornerstone Wealth Group, we understand your challenges and are here to support you every step of the way. We provide the knowledge and guidance you need to take control of your financial future. Become an active partner in your financial story—gain the confidence and clarity to make informed decisions today.
Educate and Empower Yourself to Elevate Your Financial Journey
We understand that your financial well-being is more than just numbers on a balance sheet. It’s a reflection of your hard work, dreams, and aspirations.
At Cornerstone, our team of experts is committed to guiding you through the complexities of wealth management with personalized care and unwavering dedication.
The Cost of Inaction: Why the Time is Now
Without taking control of your finances, you risk ongoing uncertainty and anxiety. Ensure you have input in your financial decisions so as not to jeopardize your or your family’s financial security and your ability to meet your long-term goals.
Imagine facing unexpected financial crises without a clear plan or discovering too late that investments and savings aren’t aligned with your needs. The cost of inaction is too high. Don’t allow misunderstanding and uncertainty to jeopardize you and your financial future.
Take charge today and ensure you and your family enjoy financial stability and peace of mind.
How We Help You Optimize Your Financial Lives
-
Tailored Financial Strategies Just for You
Our financial plans are tailored to your unique goals and circumstances. With personalized strategies, we help you navigate complex financial landscapes, ensuring that your financial decisions are aligned with your values and objectives.
-
Clear and Jargon-Free Financial Education
We empower you with clear and comprehensive financial education, ensuring you can optimize complex financial decision-making. Increase your confidence to participate in your financial planning and take control of your financial future.
-
Ongoing Support to Build Your Financial Confidence
From the first consultation to the ongoing financial guidance, we are committed to providing continuous support. We build strong, trusting relationships, offering empathetic and supportive guidance, transforming uncertainty into confidence every step of the way.
Your Trusted Ally in Financial Planning
Hi, I’m Kara Kunz, your dedicated Certified Financial Planner CFP®/Wealth Advisor. I, too, was once in your shoes. I understand the unique challenges women face in managing personal and family finances. After over a decade of working in retirement planning, I stayed at home with my kids and worked at their school for 17 years. During this time, when I had conversations with “experts,” I was told we weren’t doing enough. I felt embarrassed and guilty.
So I decided to take control of our financial future. When my husband was displaced, I realized it was time to relaunch my retirement planning career. I found the specialized niche of Certified Financial Planners. I love what I do and have loved helping others achieve their financial goals and gain security on their financial journey.
With a wealth of experience and a genuine passion for helping women achieve financial confidence, I value building trust and authentic relationships with my clients. I have walked in your shoes and am committed to providing the personalized guidance you need to take control of your financial future.
Whether you are navigating new financial responsibilities or looking to fine-tune your financial strategy, I’m here to support you every step of the way.
Megan B.
“Kara truly understands our financial goals and personal values, and we trust her implicitly to make the best investment decisions on our behalf. She is always willing to take the time to listen to our needs and concerns, offering thoughtful guidance that aligns with our objectives. With her expertise and our open communication, we feel confident in our partnership, knowing she always has our best interests at heart. This mutual trust and respect form the foundation of a positive, effective, and long-lasting working relationship.”
Jessica W.
“I cannot express how happy I am with Kara Kunz! As a single, divorced woman, financial planning can be a little daunting. Kara has broken down the process into understandable and manageable “small plates” and I am forever grateful.”
Kelley H.
“I’ve been friends with Kara since our daughters were in elementary school and I can say I would honestly trust her with my life. So when she took a job with Cornerstone I knew it was time to trust her with our investments too. Kara spent time listening to us…actually hearing us and came up with a plan that works for us. We are beyond happy with Kara and Cornerstone.”
Your Path to Financial Empowerment
Schedule a Consultation
Book a session with Kara to discuss your needs and goals.
1
Gain Knowledge and Confidence
Access our educational materials and personalized guidance.
2
Take Control
Actively participate in financial decisions and secure your family's future.
3
Take Control of Your Financial Future Today
Empower yourself with the knowledge and confidence to manage your family's finances. Schedule a free consultation with Kara Kunz and start your journey toward financial independence and security.
Schedule a Free Consultation with Kara
Not Ready for a Consultation Yet? Start Here!
Explore our free educational resources and learn more about financial planning at your own pace.
Read our e-book:
