Cornerstone Advisory is a wealth management firm with a mission is to serve as a trusted advisor to its clients. A disciplined planning process enables our professionals to design customized portfolios to meet specific client goals and lifestyle income objectives.
Cornerstone Advisory provides comprehensive portfolio management and monitoring services for affluent individuals, endowments, trusts, and foundations. The firm uses wealth-forecasting along with Outcome Driven Investments to create customized investment portfolios.
Located in Hunt Valley and Arnold, Cornerstone Advisory has more than 120 years of collective financial advisory experience
Mission: Cultivating greatness in organizations and people...your trusted counsel.
Insight Strategies, Inc (Insight) is based in Los Angeles, California. Insight has been consulting, coaching, training and speaking to an influential list of American, multi-national and international organizations since 1994.
Insight's approach is designed to impact organizations on three levels... strategies, processes and people. Strategically, Insight's work involves goal development and alignment with the organizations stated or discovered success factors. Procedurally, Insight looks to process improvement initiatives that drive efficiencies, accountabilities and effective behaviors and skills within the ranks of executive and line level Management. Lastly, Insight works collaboratively with clients to develop and train their employees to be successful within this framework and execute against the strategy.
Insight is best known for establishing trust quickly and gaining buy-in to initiatives with groups and individuals. Aside from the ability to impact strategies, processes, skills and behaviors, and get teams to excel collaboratively, Insight understands the nuances of "moving" individuals, teams, and organizations toward their vision.
Should I leave my job and start a business? Is joining a franchise brand going to help? What industry will help me achieve my goals?
These are important questions that are hard to answer. There are over 3,000 franchise brands in North America in virtually every industry.
If you are weighing your options of staying in your current job, starting an independent business or joining a franchise brand, I can relate and have practical insights. Through a 4-step process, I’ll help you determine if franchising is a good fit for you and which brands will help you achieve your goals.
After 10 plus years of successfully climbing the corporate ladder, I left a consultant-level position to start my own business. I started my career with a very traditional career path but wanted more. I have never looked back.
Nearly 3 years later, I have been an independent business owner and a franchise owner. During my time in corporate-America, I did an extensive financial analysis on small businesses and led national marketing campaigns.
If you are trying to determine what’s next, let me help.