Your Hub for News of Interest & Helpful Resources

Cornerstone’s First Outing!

Posted by Anna Traugh on June 21, 2021

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. 

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Mackenzie hosted the Maine Women’s Network 1st Virtual Conference

Posted by Anna Traugh on May 27, 2021

Mackenzie 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.

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Adam Bergeron Passes His CFP® Certification Examination

Posted by on March 23, 2021

Cornerstone is thrilled to report that Adam Bergeron, from our Portsmouth office, recently passed his CFP® certification examination!

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Christina Attends NHBSR Volunteer Fair

Posted by on March 12, 2021

On Thursday, March 18th, Christina will be participating in the NH Businesses for Social Responsibility’s (NHBSR) Volunteer Fair.

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Cornerstone Participates In the 2021 Sugarloaf Charity Challenge

Posted by on February 4, 2021

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.

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Cornerstone Featured In NHBSR

Posted by on February 1, 2021

Cornerstone 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.

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Cornerstone Donates 1% of Revenue to Charity

Posted by on January 7, 2021

Cornerstone 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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Investment Committee: Unplanned Matching!

Posted by on December 17, 2020

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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Christina Traurig – Leadership Seacoast, Class of 2020!

Posted by on December 10, 2020

Congratulations to our Portsmouth Office’s Christina Traurig, CFP®, MBA —Leadership Seacoast, Class of 2020!

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Breast Cancer Awareness Month at Cornerstone

Posted by on November 6, 2020

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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