Schedule an introduction

Three short steps and a quick review. No documents, nothing to prepare, and no pitch deck waiting at the other end. Just an unhurried conversation about whether we're the right fit.

Current step: 1. Your goals
Upcoming step: 2. Where you are
Upcoming step: 3. About you
Upcoming step: 4. Review

The step-by-step form needs JavaScript. No trouble: call us at (555) 014-7300 or email hello@cornerstonecapital.example and we'll set up your introduction directly.

What should we talk about?

Choose everything that applies. Most families arrive with two or three.

Topics for the introduction

Am I on track to retire? Consolidating scattered accounts Equity compensation or concentrated stock Selling a business in the next few years Estate, legacy, and family planning Paying less tax on the same life An inheritance or sudden transition A second opinion on my current advisor I'm not sure yet

Pick at least one topic. “I'm not sure yet” counts.

Roughly where are you today?

A rough range is plenty. It only helps us put the right advisor in the room. There's no minimum to have this conversation.

Approximate investable assets

Under $250,000 $250,000 to $750,000 $750,000 to $2 million $2 million to $5 million More than $5 million I'd rather discuss it in person

Choose a range. “I'd rather discuss it in person” is a perfectly good answer.

Anything else we should know? (optional)

How do we reach you?

We reply within one business day. A person, not an autoresponder.

First name Please tell us your first name.

Last name Please tell us your last name.

Email That email doesn't look complete. Check the format, like name@example.com.

Phone (only if you prefer calls) Add a phone number so we can call you, or switch to email.

Preferred way to hear from us

Email A phone call

Times that generally work (optional)

Mornings (8:30 to 11:30) Midday (11:30 to 2:00) Afternoons (2:00 to 5:30) Early evening, by arrangement

One look before it goes

Use Back to change anything. On this sample site, nothing is sent even when you confirm.

Topics: Not chosen yet
Where you are: Not chosen yet
Contact: Not given yet
Notes: None

Sample-site demo: confirming only simulates the request in your browser. Nothing is sent anywhere.

Sample-site demo

Thank you. Nothing was sent.

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This is a demo, so your request stayed in your browser. On a live site, here's what would happen next: a person replies within one business day, you pick a time, and the introduction happens at our Batterymarch Row office or by video. Your call.

Cornerstone Capital is a fictional firm. No one will contact you, and nothing you typed left this page.

Run your readiness numbers Back to the homepage

Cornerstone Capital

Fiduciary planning across generations. A fee-only registered investment adviser, paid only by the families we serve and accountable only to them.

Fourteen Batterymarch Row, Suite 900
Boston, MA 02110
(555) 014-7300
hello@cornerstonecapital.example

The firm

Our approach
Services
Team and story
Client stories
Insights

Transparency

Fiduciary promise
How we charge
Questions and answers
Retirement readiness
Client portal

Begin

Schedule an introduction
Contact and directions

Hours

Monday to Friday 8:30am to 5:30pm
Evenings and Saturdays By appointment, for working families
Client portal and messaging Always open. Replies come the next business day.

Not investment advice. Cornerstone Capital Advisors, LLC is a fictional firm on a sample site. Nothing here is investment, tax, or legal advice. Every fee, figure, and projection is an example, not a guarantee, and actual results will vary. Investing involves risk, including possible loss of principal; past performance does not guarantee future results.

Cornerstone Capital is a fictional firm. This is a sample site.

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