Serving southern Maine, New Hampshire
and northern Massachusetts

biking

Smart Decisions
for Life’s Transitions

Cornerstone Financial Planning is a caring, objective voice in all things financial.

We help our clients through transitions and toward more confident decision-making for the long term.

We operate exclusively on a fee-only basis, so clients are guaranteed the highest level of integrity, available from few others in the market.

Money Wisdom

Embracing What Is

Apr 12, 2012:

 

We lived in Massachusetts when we bought our Portland property as an investment back in 1998. Years later, when the commuter hour for...

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All About Hedge Funds

Apr 11, 2012:

 

Hedge funds are investments that are available to a limited number of investors – to individuals who meet certain income and wealth...

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Meet Susan and Jill

Susan Veligor and Jill Boynton bring more than 20 years of financial experience to Cornerstone Financial Planning. They earn clients' trust though their proven expertise as Certified Financial PlannerTM practitioners and NAPFA Registered Financial Advisors. Cornerstone serves Maine, New Hampshire and northern Massachusetts, from offices in Portland, Maine and Newington, Hampshire.

Bring experience, order and clarity to your financial situation. Contact Cornerstone Financial Planning and start building a realistic picture of your financial future.