Jenna & Rodney*
Jenna and Rodney are leaders in their community. They both work full time and use their free time to help lead with local non-profits. They want to make sure they are able to not just give their time but also contribute financially to their community. They have been working with Cornerstone to find out how they can consistently reach their retirement and giving goals.
*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.