Where do your dreams take you?
Retirement? College for your children? Financial freedom?
To realize your financial dreams, you need the counsel of a trusted advisor, but how do you choose? At Cornerstone Financial Planning, we earn our clients' trust every day by applying our financial expertise to each situation -- tailoring individual plans to fit each client's goals.
We provide Fee-Only Financial Planning. Is this the right choice for you?
If you want an advisor who is objective, who focuses on your priorities and is not limited to specific financial products, consider working with us. As Fee-Only Planners, our only compensation is the fee paid by our client. This compensation structure supports our desire to serve clients' best interests. Do you know how your current planner is paid?
We have taken a Fiduciary Oath as a guarantee of our integrity and our promise of trust. That's the number one reason clients have switched from other advisors to Cornerstone Financial Planning. Maybe it's time you considered a change.
To learn more, please review our Financial Planning Services section. There you'll find our Initial Questionnaire and additional forms designed to help us know you better. With that information, we will gladly schedule a complimentary introductory meeting. Simply send us an email or telephone the office nearest you.
Meet Jill and Susan
Our mission is to help you organize all things financial and identify what in life is meaningful to you.
We encourage the pursuit of your goals, and provide support and guidance around money decisions. We offer direction along your life path.
- Jill Boynton and Susan Veligor
More about our financial planning and investment management philosophy ยป
News from Cornerstone Financial
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Contact Information
-
New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
