Welcome to Cornerstone Financial Planning, where you’ll find an individualized approach delivered by a team of experienced financial professionals. As our name "Cornerstone" suggests, we help you lay a foundation for financial success through personalized strategies and thoughtful advice to address your financial needs and circumstances. With clarity about your financial picture, you can be free to enjoy your wealth and move toward more confident decision-making.
Taking our fiduciary responsibility seriously, we work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Our personalized approach, with a long-term focus, empowers you to develop confidence and peace of mind. You will benefit from realistic, objective advice that is tailored to your personal financial situation.
In March 2004, Cornerstone Financial Planning opened its doors as a women-owned business! Our founders, Jill Boynton and Susan Veligor, saw the need for unbiased and client-focused financial planning in the Portsmouth to Portland corridor. Having already worked together for several years, they recognized early on that they shared a similar work ethic characterized by thoroughness, attention to detail, and diligence.
Their dedication to providing thoughtful financial advice led them to create a business that offers fee-only services with a focus on building client wealth through shared communication and trusted relationships. Over the years, Jill and Susan integrated their commitment to environmental sustainability, community impact, and transparency into their business decisions. This paved the way for Cornerstone’s approval and certification as a Certified B Corporation™ in 2019. Susan and Jill built Cornerstone upon their unique shared vision of a financial planning company committed to a relationship-focused approach, which consistently and accurately reflects their core values (and we couldn’t be happier they did)!
