When the pandemic hit in March of 2020, operations changed at Cornerstone Financial Planning, as they did countless businesses. Switching to working from home, transitioning to virtual client meetings, and an inability to get our Portsmouth and Portland offices together in person all provided challenges that Cornerstone overcame throughout the pandemic.
Read MoreMackenzie has been involved with the Maine Women’s Network for the past six years and currently resides at the Chair of the State Board. In this role she oversees the three chapters; Portland, Midcoast and Androscoggin.
Read MoreCornerstone is thrilled to report that Adam Bergeron, from our Portsmouth office, recently passed his CFP® certification examination!
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On Thursday, March 18th, Christina will be participating in the NH Businesses for Social Responsibility’s (NHBSR) Volunteer Fair.
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Cornerstone joined the Maine Cancer Foundation, The Dempsey Center and the Martha B. Webber Breast Care Center to fight cancer and raise money by participating in the 2021 Sugarloaf Charity Challenge.
Read MoreCornerstone was featured in New Hampshire Businesses for Social Responsibility’s (NHBSR) Member Feature on January 20th. The article features an interview with Susan and discusses our B Corp membership.
Read MoreCornerstone is pleased to donate 1% of its annual revenue to charity. Each employee is given a donation amount, based on 1% of our annual revenue, to donate to the charity—or charities—of their choice.
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On this snowy day, our Investment Committee members (Susan, Christina, Adam and Mackenzie) logged on to their Zoom meeting, and discovered some (unplanned) matching occurring!
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Congratulations to our Portsmouth Office’s Christina Traurig, CFP®, MBA —Leadership Seacoast, Class of 2020!
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The month of October is Breast Cancer Awareness Month. Although many of us are working from remotely from our home offices, the Cornerstone Staff found some creative ways to raise awareness—social distancing style!
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