Cornerstone Full Financial Command Center

Cornerstone Full Financial Snapshot

A Complete Budget, Debt, Savings & Investment Command Center

Tired of living paycheck to paycheck while prices keep going up?

Use this financial snapshot to help you escape the paycheck-to-paycheck cycle and start building a clear path toward financial freedom.

A Note on Why This Exists

Before creating this system, I was a financial advisor working with two of the largest and most well-known investment firms in the industry. During that time, I worked with thousands of clients across every income level and stage of life.

The one common thread I saw — over and over — was this:

Most people wished they had a simple, clear way to see where they stood financially earlier on, so they could make better decisions sooner.

This Financial Snapshot exists to solve that exact problem. It’s designed to give you clarity today — so you’re not guessing about where you’re going tomorrow.

Most people don’t struggle with money because they’re irresponsible — they struggle because they can’t clearly see the whole picture. Income, bills, debt, savings, and investments are spread across accounts, apps, and spreadsheets that don’t talk to each other. The Cornerstone Full Financial Snapshot fixes that.

This Excel-based system gives you a clear, honest view of your entire financial life — so you can stop guessing, reduce stress, and start telling your money where to go.

What This Does

 See exactly where your money is going each month

 Understand your true household cash flow

 Create a clear debt payoff plan with visible progress

 Track savings goals and watch them grow

 Monitor investments in one place

 View your full financial picture on a single dashboard

No subscriptions.

No account syncing.

No complicated software.

Just clarity.

 

What’s Included

 Monthly Budget & Cash Flow

Track income and expenses in one place and instantly see how much margin you actually have each month.

 Debt Payoff System

Organize debts, track progress, and build momentum using proven payoff strategies like the snowball method.

 Savings Goal Tracker

Set savings goals, track progress visually, and stay motivated.

 Investment Overview

Monitor 401(k)s, IRAs, brokerage accounts, and crypto — without replacing your existing platforms.

 Assets, Liabilities & Net Worth

See how everything fits together so you’re not just budgeting — you’re building wealth.

 Complete Financial Dashboard

A read-only, automatic dashboard that pulls everything together into one clear snapshot.

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Bonus Resources Included

 5-Minute How-To Walkthrough Video

A simple screen-recorded guide showing exactly how to use each section.

 Debt Snowball & Financial Clarity Guide (PDF)

Plain-English explanations of debt strategies, DTI, assets vs liabilities, and cash flow.

 Financial Snapshot Quick Start Guide (PDF)

Where to begin, what to avoid overthinking, and how to use this tool with confidence.

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Who This Is For

 Individuals or families who want clarity, not complexity

 People tired of guessing with money

 Anyone living paycheck to paycheck who wants a plan

 Those who value privacy and control over automated apps

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Who This Is Not For

 Anyone looking for a “get rich quick” solution

 Those who want automated account syncing

 People unwilling to look honestly at their numbers

 

Important Notes

• Designed for Microsoft Excel

• Digital download — no physical product

• This is an educational tool, not financial advice

• Works best when updated monthly

 

Take Control of Your Financial Picture

You don’t need perfection.

You need visibility.

The Cornerstone Full Financial Snapshot gives you the clarity to make better decisions — one month at a time.

Download now and see your finances clearly.