Cornerstone Financial Planning

Our Story

Cornerstone Financial Planning is a fee-only financial planning firm dedicated to providing objective and personalized financial services to individuals and families. Our story began in 2004 when our founders, Jill Boynton and Susan Veligor, recognized the need for unbiased and client-focused financial planning in the Portsmouth to Portland corridor. With their shared commitment to thoroughness, attention to detail, and diligence, they set out to create a business that would provide thoughtful financial advice and build strong relationships with their clients.

Our Approach

At Cornerstone Financial Planning, we believe that financial planning is not just about numbers and spreadsheets; it's about people and their goals. We take a comprehensive and personalized approach to financial planning, tailored to each client's unique situation and goals. Our fee-only pricing model ensures that our advice is unbiased and in your best interest, not influenced by commissions or other forms of compensation.

Our Services

We offer a range of financial planning services, including:

Financial Planning: We work with you to create a customized financial plan that aligns with your goals and priorities.

Investment Management: Our expertise in investment management helps you grow and protect your investments.

Hourly Services: Need guidance on a specific financial topic? Our hourly services provide you with expert advice and support.

Giving Back

As a Certified B Corporation, we are committed to making a positive impact on our community and the environment. We believe that business can be a force for good and strive to integrate social and environmental responsibility into our work.

Our Team

Our team of experienced financial professionals is dedicated to providing exceptional service and guidance throughout your financial journey. With a deep understanding of financial markets and economics, we are equipped to help you achieve your financial goals.

Join the Movement

We invite you to join us on our mission to empower individuals and families to achieve their financial goals and make a positive impact on the world. Contact us today to learn more about how we can help you plan for the rest of your life.