Partners in Your Financial Plan

Experiencing the inner workings of the investment advisory business where commissions ruled and the needs of the clients were set aside, Susan Veligor and Jill Boynton set out in a different direction: to advise people through challenging times in their lives. Believing that financial decisions are made in partnership with the client, they launched Cornerstone Financial Planning in 2004.

With each bringing her own unique perspective to the process, these competent, caring, and strong women took an oath of integrity: to provide objective, 360 degree financial advice, grounded in reality and based solely on the client needs.

Serving the need for unbiased, client-focused financial planning in Maine, New Hampshire and northern Massachusetts, Susan and Jill bring a higher level of financial experience, expertise, and compassion to what can be a very confusing and complex process. 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 and a commitment to help their clients lead stress-free lives.