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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial need.

Why Us?

Cornerstone believes that clients come first – it is not Cornerstone’s goals, but the client’s goals that are paramount.

 

About Us

Cornerstone Financial Planning, Inc. is a registered investment advisor that has been serving individual investors on a stand-alone basis since 2009.  Involved in the financial services industry since 1988, Cornerstone provides both financial planning and asset management services.

 

Our Philosophy

Financial planning and asset management is an ongoing and evolving process.  Client focused, it is of the utmost importance that a client’s goals and objectives be reviewed on a consistent basis to gauge whether the goals and objectives remain intact, or the plan needs to be amended or changed to match the current state of affairs.  Only one thing can be guaranteed in the financial world and that is things will change – events, market conditions, regulations, circumstances, goals or priorities.

 

Our Process

Cornerstone’s planning process is simple – we match our client’s retirement, investment, tax and estate pans to their specific values and goals in a holistic way.  We strive to understand what is important to them through initial and ongoing planning discussions, since we know that goals and objectives can (and Do) change over time.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Financial Planning

Financial planning helps our clients clarify and prioritize their financial goals and objectives, and develop a plan to reach these goals.  Through this process the intent is the relief of a client’s concern about the preservation and continuity of their wealth, and plans made to increase and sustain their overall financial health.  There are four parts to this process.

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Asset Management

Cornerstone strives to provide asset management services that will relieve clients of the concerns of overseeing the preservation and continuity of their wealth, guiding investment behaviors so as to sustain and increase overall financial health.

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Our Team

Learn more about our amazing team of professionals.

John Wolf

President and Investment Advisor

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John Wolf

John Wolf is a CERTIFIED FINANCIAL PLANNER TM, Serving as President and Investment Advisor Representative for Cornerstone Financial Planning.  John brings investment, banking and financial planning experience to Cornerstone with a 30 year history of positions in the financial service industry.  John prides himself in providing clients a clear, concise, flexible and objective view of their financial situation.

John ensures that clients’ planning needs are identified, clarified and prioritized, meeting these needs through an integrated comprehensive approach to their total wealth and overall objectives.  Through this process he identifies opportunities to simplify financial situations while meeting investment, retirement, tax and estate planning objectives.

John graduated from the University of Wisconsin – Madison in 1981 with a B.S. degree in Classics, and has studied Investments and Banking in Post-Graduate work.  He received his CERTIFIED FINANCIAL PLANNING designation in 1994.

John enjoys reading, history, following sports and volunteering through his church.

Bio

Our Blog

Learn more about the financial industry.

Latest Blog Posts

Charitable donations can mean big tax deduction—unless you donated to a fraud
Jan 20, 2017 by Cornerstone Financial Planning Inc.

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service. But, what happens when you go to write off such a donation and then come to find out the charity was fraudulent? You’ve given your money to a false entity, haven...

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Affording an A+ Education
Jan 20, 2017 by Cornerstone Financial Planning Inc.

Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.

It seems like just yesterday your child was learning how to ride a bike and tie their shoes and now they are getting ready graduate high school with a college acceptance letter hot in their hand. You couldn’t be more proud…or anxious. As a parent you always planned to pay for your student’s college if they wanted and could to go. It seems like another support step toward...

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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age
Jan 20, 2017 by Cornerstone Financial Planning Inc.

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent. Teaching your children lessons about money from a young age won’t crush that. What it will do is to set them on a...

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Contact Us

Feel free to contact us. 
Your initial appointment and evaluation of your financial situation is at no charge..

Get to know us

Cornerstone Financial Planning

5601 W. Grande Market Dr., Suite E, Appleton, WI 54913

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Phone: 920-993-1526
Toll Free: 888-849-8226
Fax: 920-944-3111

John Wolf
john@cornerstoneria.com

Schwab
Cornerstone Connect (CC)

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