Overview
Why We’re Here
Susan and Jill formed Cornerstone Financial Planning LLC in 2004 when they saw the need for unbiased and client-focused financial planning in the Portsmouth to Portland corridor. Their dedication to provide sound financial advice without the conflict of "working for a sale" led them to a business that offers fee-only services with a commitment to build client wealth through trusted relationships."
A Company You Can Trust
Webster’s defines trust as “a charge or duty imposed in faith or confidence.” Clearly, you understand as we do that trust is an integral part of financial planning. At Cornerstone Financial Planning trust reveals itself in many ways.
- It’s building a long term relationship with you.
- It’s caring for your money.
- It’s creating a connection that helps us to know you, to understand your values, and to clarify what in life is meaningful to you.
- It’s respecting your confidentiality.
- It’s being a fiduciary.
- It’s being current with industry and economic trends.
- It’s giving an honest perspective even if it’s not what you hoped to hear.
- It’s helping you to work through any financial situation.
- It’s providing full disclosure of fees or any conflicts of interest.
If having a trusted relationship with an advisor is a priority for you, please contact us today.
Our Values
- We care about clients – their needs, their goals, their peace of mind (financial ease)
- We are open and honest in providing advice
- We are friendly and pleasant and welcoming.
- We strive to maintain our competency and professional skills
- We are respectful and non-judgemental of client values and differing perspectives
- We believe in supporting community through charitable giving, volunteering time, financial literacy education and by buying local
- We encourage common sense financial solutions and don't complicate matters unnecessarily
- We believe in empowering clients through education and the sharing of knowledge
Cornerstone Commentary
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More Posts from Jill's Blog at Boston.com»Contact Information
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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
