Our Communication Commitment

Urgent Priority Please Call Our Office	Medium Priority Please Call or E-Mail	Low Priority E-Mail & Can Also Call
Requires answer same day or within 24 hours	Requires conversation within 72 hours but is not immediate	Need to make our office aware of something but no immediate action needed
This IS time sensitive	This is not time sensitive	There are no due dates with this information
The matter potentially involves a traumatic event	Not traumatic but cannot wait until next appointment	This can wait until your next appointment

We strive to promote consistent, clear, and effective communication.

As our client, you have unlimited access to our team. Many clients find the guide above helpful for understanding when to contact us and when to email our team at cornerstonewealthservices@lpl.com.

Email is not an immediate form of communication.

We recognize society's dependence on email and its perception as instant. However, we want to stress that if you have an Urgent Priority, please call our office so we can address it promptly.

What should you discuss regarding your finances?

We strive to be your primary resource for both general information and urgent financial matters. You can rely on our team to handle issues confidently. If a matter exceeds their expertise, such as providing financial advice, they will escalate it to your financial advisor and schedule an appointment for you.

By outlining our communication commitment, we hope you find it consistent, clear, and an effective way to maintain a strong and healthy relationship.