Cornerstone Financial Planning

Cornerstone Financial Planning is a fee-only financial planning firm serving clients in Maine and New Hampshire. They are committed to providing objective, comprehensive financial planning services, including investment management, socially responsible investing, wealth management, and retirement guidance. Cornerstone is proud to be a Certified B Corporation, reflecting their dedication to environmental sustainability, community impact, and transparency. They are committed to serving their clients with integrity and building long-term relationships based on trust and honesty.

Cornerstone Financial Planning is a women-owned business founded in 2004 by Jill Boynton and Susan Veligor. They prioritize a personalized approach, working with clients to understand their unique needs and financial circumstances. They offer a variety of services, including financial planning, investment management, divorce planning, and tax planning. Cornerstone is known for its commitment to ethical practices and its dedication to giving back to the community.

Cornerstone Financial Planning offers its employees access to progressive benefits, well-being initiatives, mentoring, and continuing education support. They also donate 1% of their revenue to organizations that strive to effect positive change in the world.

Cornerstone Financial Planning is a fee-only, Certified B Corporation™ dedicated to providing objective, comprehensive financial planning services to individuals and families in Maine and New Hampshire. They are committed to building lasting relationships with clients, empowering them to make informed financial decisions, and helping them reach their goals with confidence and peace of mind. Their mission is to provide personalized financial strategies that address clients' unique needs and circumstances, with a focus on transparency, integrity, and social responsibility.

Cornerstone Financial Planning promotes a culture of collaboration, growth, and community impact. They value transparency, honesty, and integrity in their relationships with clients, prioritizing a long-term, mutually beneficial partnership. They emphasize a commitment to environmental sustainability, employee well-being, and contributing to local nonprofits, creating a positive and supportive work environment where individuals can thrive and make a difference.

Cornerstone Financial Planning is a women-owned business that prioritizes diversity, equity, and inclusion. They are a Certified B Corporation, demonstrating their commitment to social and environmental responsibility. Cornerstone supports local small businesses, encourages employee participation with nonprofits, and donates 1% of revenue to organizations focused on positive change. Their commitment to employees includes providing progressive benefits, well-being initiatives, mentoring, and continuing education support.