Cornerstone Financial Planning, a financial planning firm with offices in Portland, Maine and Newington, New Hampshire, recently hired Brittany Landry as their Office Manager. Ms. Landry will work at the firm’s Union Wharf location in Portland where her responsibilities will include greeting clients, providing general administrative support, website and social media maintenance and marketing functions.
Mackenzie and Nichole were recently spotted in the Portland Press Herald.Read More
Christina and Mackenzie traveled to Radnor, Pennsylvania to participate in a three day training with a company that provides a robust financial planning software.
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 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 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
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
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
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
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