What does Cornerstone Financial Consulting do? John Rea founded Cornerstone Financial Consulting to provide an affordable financial planning resource for individuals and families. When a relationship is established, CFS will be available to answer questions and assist with any financial issues. The Financial Planning Process The client’s role is to provide goals, questions and information Cornerstone Financial Consulting’s role is to analyze the information provided and understand the client’s situation Cornerstone Financial Consulting will then develop and present recommendations with alternatives Cornerstone Financial Consulting will assist in the implementation of the recommendations if possible or provide detailed instructions The results of the recommendations will then be monitored with recommendations for adjustments