Cam Marston

07/28/2026

Big news! Cornerstone Investment Management and Consulting has partnered with PurposeNext to bring their clients PHASE Into Retirement™. It's an assessment that helps people prepare for what retirement actually feels like, not just what it costs.

Here's what Mark Davidson, CFA, Director of Investments at Cornerstone, had to say:

"Cornerstone manages client assets and relationships from a holistic perspective. Financial preparedness for retirement is a series of calculations, and PurposeNext's PHASE Into Retirement™ supplements that work by helping our clients with the day to day preparedness of retirement."

Retirement isn't just a number on a spreadsheet — it's a whole new chapter of life. Cornerstone's clients now have a partner to help them plan for both sides of that equation: the finances and the life that comes after.

Welcome to the family, Cornerstone!

07/24/2026

Most retirement planning conversations start and end with the numbers.

We're excited to welcome WilkinsMiller Wealth Management as the newest financial advisory firm offering PHASE Into Retirement™ to their clients.

PHASE Into Retirement™ is a research-backed assessment — grounded in decades of longitudinal research including the Harvard Study of Adult Development — that measures retirement readiness across five non-financial dimensions: Purpose, Health, Activities, Social Life, and Everyday Life. It gives advisors a structured way to have the conversation their clients are already quietly having with themselves: not "do I have enough money," but "what will my life actually look like."

"Financial planning answers whether a client can retire. PHASE Into Retirement answers whether they'll thrive once they do. WilkinsMiller's clients are getting a tool most advisors don't have — and most competitors can't easily replicate." — Cam Marston, Co-Founder and Managing Partner, PurposeNext

Serving the whole client means more than managing assets. We're glad WilkinsMiller agrees. PurposeNext.com

05/27/2026

Then suddenly on our ride in Santorini…

03/16/2026