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Approach 

Our Process 

Gain Clarity. Grow Confidently.

Our goal as we work together is to help you become more in-tune with your financial landscape. First, we spend time getting to know you and familiarizing ourselves with your values and vision of success. Then we provide clear, practical education that gives you clarity about where you are, where you want to be, and how each choice you make impacts your goals—so you can move purposefully toward your best life.  

Phase I:

Discovery & Consolidation

Once we’ve discussed your goals for planning, we’ll collect information about your budget, assets, and liabilities. Then we’ll organize everything using our proprietary software so you can view all your financial data in one place.  

Phase II:

Goal Setting & Strategy

Once we assess your financial landscape, we’ll help you prioritize your goals and create a comprehensive Action Report. This plan will list time-specific strategies and tasks designed to help you protect your wealth and accomplish your goals.

Phase III:

Implementation & Partnership

Then we’ll begin chipping away at the Action Report, helping you make steady progress toward short- and long-term objectives. We serve as your accountability partner and guide, regularly monitoring and reviewing your progress to help you stay on track for your best life.  

The Cornerstone promise

The Advisor Relationship You’ve Been Searching For

We take pride in doing things differently at Cornerstone. We believe clients deserve personal attention and attentive care, and we strive to create an environment that makes you feel heard, understood, cared for, and confident in your financial decisions.

 So when you partner with us, you can expect:

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Someone to answer the phone

Accessibility is important to us, and we’re there for you when you need us—not just when it’s convenient. 

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Total honesty and transparency

Our clients appreciate that we act with integrity, communicating openly and following through on our promises.

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Us to know your name

We develop a real relationship with you that ensures you receive tailored, personal service—not generic responses.

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To gain clarity about your next steps

We avoid industry jargon and simplify complex concepts to provide practical, relatable financial guidance.

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To stay on track for your goals

We serve as an accountability partner, following up on tasks and helping you make consistent, meaningful progress.

Align Your Wealth With The Life You Want. 

Start your holistic plan today.  
Let's Talk

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Let's Talk

10260 SW Greenburg Road, Suite 1150 
Portland, Oregon 97223 

Office: 503-913-7664 

Text: 971-290-1550 

kpreble@ft.newyorklife.com

Disclosure

Kristoffer Preble is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0H56392), CO, FL, HI, ID, IL, IN, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kristoffer Preble is licensed and authorized to offer insurance in California, but Cornerstone Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

Kristoffer Preble is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10260 Sw Greenburg Rd Ste 1150, Portland, OR, 97223, 503-913-7664. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Kristoffer Preble is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Cornerstone Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Cornerstone Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click Here
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