These words from Theodore Roosevelt remind me that it’s important to find what brings you joy on life’s journey! All of the small things you do for yourself and others should be a stepping stone towards your ultimate goal; whatever that may be.
My mission is to help individuals and families, especially women, determine every aspect of their short and long-term goals. I seek to work together to put the pieces in place to establish your bigger picture. What brings you the most joy? Is it spending time with loved ones, raising a family, traveling the world, or exploring a new hobby? Through all the changes in your life, let’s establish a plan to achieve what sparks joy!
My family moved from New York to New Hampshire while I was growing up, and I could not love it here more than I do. I enjoy exploring up and down the seacoast in my spare time with my family and friends. I love spending my time outdoors walking, boating, and golfing in the summer, and skiing in the winter!
Chelsea is a CERTIFIED FINANCIAL PLANNER® practitioner. She graduated from the University of New Hampshire with a Bachelor of Science in Finance.
Before joining Cornerstone as a Paraplanner, Chelsea started her career at Fidelity Investments holding various roles assisting clients with planning and advice. She specialized in financial education and retirement planning. Chelsea also worked in retail banking helping to connect with clients to provide the best banking solution for their needs.
