Serving southern Maine, New Hampshire
and northern Massachusetts

Our Team

We are honored that you are considering our team to help you build your financial future and work through life’s transitions. Our principals bring more than 20 years of experience and expertise to the relationship, and our goal is helping you live stress-free.

Access to your planner is key and something we take seriously. Please meet our team and know that we have a strong track record of being there for our clients through the ups and the downs.

Susan Veligor

Susan graduated from the University of Massachusetts, Magna Cum Laude, with a BA in English. She has worked in financial services since 1994. Prior to founding Cornerstone Financial Planning, LLC with Jill, Susan worked at Mackensen & Co., Financial Guidance Associates, & US Boston Capital Corp.

A Massachusetts native, Susan spent summers in Maine. The ocean, the people and the way of life in the state drew her back to establish a business in Portland, where she lives with her husband, Vincent, and Lola, the "Little River Duck Dog." They have two grown children. In her free time, Susan enjoys the outdoors, spending time with friends and family, and activities at the First Parish Unitarian Universalist Church in Portland, where she is a member.

Susan has appeared on local television and radio programs, and has addressed both high school and college classes as well as offering financial planning seminars for women.

Professional licenses and memberships:

  • CERTIFIED FINANCIAL PLANNER™ Certificant 1998
  • NAPFA Registered Financial Advisor 2000
  • Member of Financial Planning Association (FPA)
  • Member of the Kinder Institute of Life Planning
  • Member of Nazrudin, a think-tank for contemporary financial planning issues

Jill Boynton

Jill graduated from Tufts University, Magna Cum Laude, with a BA in Economics. She worked in the brokerage industry for many years, at Paine Webber, Morgan Stanley Dean Witter, and Morgan Keegan. Prior to establishing Cornerstone Financial Planning, LLC with Susan Veligor, Jill was employed at Mackensen & Co.

Jill is a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Divorce Financial Analyst.

Jill offers workshops for women and local companies interested in improving their financial expertise. She has been quoted in Money Magazine, Investors Business Daily, Ticker Magazine, and MorningstarAdvisor.com. Jill has also appeared locally on NH Outlook.

Jill lives in Newington with her husband and two sons.

Professional licenses and memberships:

  • CERTIFIED FINANCIAL PLANNER™ Certificant 1999
  • NAPFA Registered Financial Advisor 1999
  • Certified Divorce Financial Analyst 2004
  • Member of Association of Divorce Financial Professionals
  • Board Member of the Collaborative Law Alliance of NH
  • Member of the International Academy of Collaborative Professionals

Raylene Weld

As the office manager for Cornerstone Financial Planning, Raylene brings an intuitive knack for numbers and attention to detail to our company operations. She has more than twenty years of experience in bookkeeping, specializing in small business operations, and is enthusiastic about tackling any tasks that are part and parcel to the work of keeping our business in order.  Passionate about family and friends, Raylene is always cheerful and has a terrific sense of humor.  She resides with her husband and two children in Gorham. 

pageImage

Press Releases

Page 1 of 3  > >>

Susan Quoted in Portland Press Herald

Susan was quoted in the February 1st Business Section of the Portland Press Herald in an article about investors who continue to sit on the sidelines, out of the stock market. She counseled that people should be rational about investing - have a plan they can stick with, and not let emotions drive decisions.

Click here to view article

 

More
Jill Boynton Elected to Collaborative Law Alliance of NH Board
Newington, NH – (October 24, 2012) – Jill Boynton, principal at Cornerstone Financial Planning, was recently elected to the Board of Directors for the Collaborative Law Alliance of New Hampshire (CLANH).
More
Local Financial Planner Wins 5-Star Award for Excellence

Portsmouth, NH (October 12, 2012) – Jill Boynton of Cornerstone Financial Planning recently received a 5-Star Professional Service Award from independent research firm, Five Star Professional.  Recognized two years in a row, Boynton received the award for her excellence in providing quality financial planning services in New Hampshire.

More

Referral Partners

Collaboration and communication is vital in helping you build a realistic picture of your financial future. We have a strong network of experts in various areas to meet your needs:

  • Certified Public Accountants
  • Divorce Attorneys
  • Estate Planning Attorneys
  • Insurance Brokers
  • Tax Advisors