Your Hub for News of Interest & Helpful Resources

New Software Training

Posted by Mackenzie Arsenault on March 10, 2018

Christina and Mackenzie traveled to Radnor, Pennsylvania to participate in a three day training with a company that provides a robust financial planning software.

Mackenzie and Christina

Read More

What does the 2017 Tax Law Mean for Divorcing Couples?

Posted by on February 6, 2018

Meredith Richardson sat down with one of Cornerstone Financial Planning's principal, Jill Boynton, CFP® to find out more. Read the full article here.

Read More

Cornerstone Sponsors Junior League's Annual Event

Posted by on February 2, 2018

Cornerstone is pleased to sponsor the Junior League of Portland’s  10th annual fundraiser to be held this Friday, February 2nd, 2018 at Cellardoor Winery.

Read More

Mackenzie’s Gingerbread House Tradition Continues

Posted by on January 16, 2018

Mackenzie has completed her 15th annual gingerbread house! In past years she has made a lighthouse, barn and log cabin. This year she made a replica of her boyfriend’s business, River Bottom Raw Bar, located in Newcastle, Maine.

Read More

We All Have a Type

Posted by on October 19, 2017

In the beginning of October, Cornerstone took the Myers-Briggs Type Indicator (MBTI) assessment in order to better understand what our personality types are. Myers-Briggs is a self- report questionnaire that breaks down an individual’s psychological behavior into 16 type classes.

Read More

Taylor earns Registered Paraplanner℠ Designation

Posted by Mackenzie Arsenault on October 12, 2017

Congratulations to Taylor for earning her Registered Paraplanner℠ designation through the College for Financial Planning. As Cornerstone's Office Manager and Bookkeeper this education provides the basic and practical knowledge of the financial planning process. Way to go Taylor, we are so proud of your accomplishment! 

Read More

2017 Financial Professionals Day

Posted by on September 26, 2017

Mackenzie and Christina attended the 2017 Financial Professionals Day hosted by the Maine Chapter of the Society of Financial Service Professionals. The presentations included ‘Exit Planning for Closely Held Businesses’, ‘How to Develop a Business Succession Plan’ and ‘Saving for College – It’s a Good Thing’. Christina and Mackenzie especially enjoyed the presentation on college savings strategies which was presented by Mila Tappan from FAME (Finance Authority of Maine).

Read More

She said 'Yes'!

Posted by on April 18, 2017

Cornerstone is pleased to announce the engagement of Office Manager, Taylor Aisenson to Courtney Johnson. The proposal took place at 5:20am during the Casco Bay mail boat run. The Cornerstone team joined friends and family who flew in from California for the secret proposal. It was an early morning but we enjoyed delicious pastries from Standard Baking and two large pots of coffee! The regular…

Read More

Cornerstone Sponsors Junior League's Annual Event

Posted by Mackenzie Arsenault on February 9, 2017

Cornerstone is pleased to sponsor the Junior League of Portland’s 9th annual fundraiser to be held this Friday, February 10, 2017 at Cellardoor Winery. The Junior League relies on funding through their Annual Event to support their mission which is “dedication to the improvement of the local community through public service, while cultivating leadership opportunities for women.” They are…

Read More

New Hire - Taylor Aisenson

Posted by Mackenzie Arsenault on January 21, 2016

Taylor Aisenson joined Cornerstone Financial Planning as the office manager. Aisenson, of Gray, will work at the firm’s new Union Wharf location in Portland, where her responsibilities will include managing the payroll, accounting, tax preparation and some marketing functions. She previously worked for almost 10 years as an office manager for a family-owned…

Read More