Grassy sand dunes on the Maine coast at sunrise, symbolizing Cornerstone Financial Planning’s commitment to values-driven financial planning.

We’re Committed to Doing Good – Just Like You

Financial planning built with purpose –for your future, and for how we show up in the world. As a women-led, fee-only firm based in Portland, ME & Portsmouth, NH, we lead with trusted guidance and run our business in a way that supports people, planet, and community. From local giving to progressive employee benefits – our values shape how we operate.

Creating Positive Change
One Investment at a Time

As a for-profit company, we use the power of business to build a more inclusive and sustainable economy. 

Certified B-Corp™ Status 

This status has remained an integral pillar highlighting our commitment to the highest standards of ethics, sustainability, and community impact; standards we actively live out in how we work, give, and lead. 

Proud Member of NHBSR 

The purpose of this group is to convene, inspire, and support businesses and shareholders to improve New Hampshire workplaces, communities, and the environment.
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A B-Corp Is More Than Just a Label – It’s a Mission

Supporting Charities, Non-Profits, & Community Organizations Committed to Doing Good
Community is at the root of everything – and we’re passionate about supporting ours. We prioritize supporting local small businesses, engaging with and giving to non-profits, and providing paid time to employees for volunteering. As a B Corp dedicated to positive impact, we’re proud to volunteer alongside, donate revenue to, and wholeheartedly support partners like:
Group hiking along a coastal trail, symbolizing teamwork, community, and forward-looking financial strategies.
Woman overlooking ocean cliffs, representing financial planning that incorporates purpose, reflection, and long-term values.
American Camp Association
Almost Home Rescue
Animal Refuge League of Greater Portland
Baby Girl Foundation
Beyond Soccer
Bite Night
Families First
I’m Your Neighbor Books
The Junior League of Portland, ME
Preble Street
Rain for the Sahel & Sahara
Seacoast Women’s Giving
York Public Library
Kaydenz Kitchen
Leadership Portland
Maine Audubon
Maine Community Foundation
Maine Needs
Massachusetts Audubon
New Hampshire Women’s Foundation
New Hampshire SCPA
New Hampshire Public Radio
Circle
SOS Recovery
Soul Models
Through These Doors

Incorporating Your Values Into Your Finances

Socially responsible investing (SRI) can fuse your personal values with your financial investments. We have specifically designed portfolios for clients who desire this approach to not only seek financial gain but also support positive social and environmental change. Let us know if designing a more responsible portfolio is your investment goal.

Here are a few of our favorite resources to get you started.
Greening Your Finances: How to Make Climate-Friendly Money Moves
Read Blog
Mindful Spending: Aligning Your Money with Your Values
Read Blog
Cornerstone Supports the Maine Coast Heritage Trust at Tides of Change Event
Read Blog

Smart, Personalized, & Rooted in What Matters

Finding a team of CERTIFIED FINANCIAL PLANNER™ professionals you can trust starts with knowing –and aligning – with their values. We’re committed to doing good. If that resonates with you, we’d love to work together.
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Our business is designed to serve our clients, support our community, and contribute to the greater good.
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Portland, ME & Portsmouth, NH
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