Grassy sand dunes on the Maine coast at sunrise, symbolizing Cornerstone Financial Planning’s commitment to values-driven financial planning.

We’re Committed to Doing Good – Just Like You

Financial planning built with purpose –for your future, and for how we show up in the world. As a women-led, fee-only firm based in Portland, ME & Portsmouth, NH, we lead with trusted guidance and run our business in a way that supports people, planet, and community. From local giving to progressive employee benefits – our values shape how we operate.

Creating Positive Change One Investment at a Time

As a for-profit company, we use the power of business to build a more inclusive and sustainable economy.

Certified B-Corp™ Status

This status has remained an integral pillar highlighting our commitment to the highest standards of ethics, sustainability, and community impact; standards we actively live out in how we work, give, and lead.

Proud Member of NHBSR

The purpose of this group is to convene, inspire, and support businesses and shareholders to improve New Hampshire workplaces, communities, and the environment.

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Volunteered last year by our team

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Donated annually to organizations dedicated to positive change

A B-Corp Is More Than Just a Label – It’s a Mission

Supporting Charities, Non-Profits, & Community Organizations Committed to Doing Good

Community is at the root of everything – and we’re passionate about supporting ours. We prioritize supporting local small businesses, engaging with and giving to non-profits, and providing paid time to employees for volunteering. As a B Corp dedicated to positive impact, we’re proud to volunteer alongside, donate revenue to, and wholeheartedly support partners like:

Group hiking along a coastal trail, symbolizing teamwork, community, and forward-looking financial strategies.

Woman overlooking ocean cliffs, representing financial planning that incorporates purpose, reflection, and long-term values.

Almost Home Rescue

Animal Refuge League of Greater Portland

Bite Night

Circle

DHealth Giving

Exeter Library

Families First

Film Independent

Frannie Peabody Center

Gather NH

Hardy Girls

Hearty Roots

Holbrook Comm Foundation

Homeless Animal Rescue of ME

I’m Your Neighbor Books

The Junior League of Portland, ME

Leadership Portland

Locker Project

Maine Audubon

Maine Gun Safety Coalition

Maine Needs

Midcoast 14 U All Stars

Midcoast Humane

Midcoast Maine Community Action

New Hampshire Public Radio

New Hampshire SCPA

Olympia Snowe Women’s Leadership Institute

P.A.W.S.

Perkins Center

Preble Street

The Prouty

Rain for the Sahel & Sahara

Seacoast Women’s Giving

SOS Recovery

Soul Models

St. Vincent De Paul

Teachers Unify

Third Place Inc

Through These Doors

York Public Library

YRCA

Incorporating Your Values Into Your Finances

Socially responsible investing (SRI) can fuse your personal values with your financial investments. We have specifically designed portfolios for clients who desire this approach to not only seek financial gain but also support positive social and environmental change. Let us know if designing a more responsible portfolio is your investment goal.

Here are a few of our favorite resources to get you started.

Greening Your Finances: How to Make Climate-Friendly Money Moves

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Mindful Spending: Aligning Your Money with Your Values

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Cornerstone Supports the Maine Coast Heritage Trust at Tides of Change Event

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Smart, Personalized, & Rooted in What Matters

Finding a team of CERTIFIED FINANCIAL PLANNER™ professionals you can trust starts with knowing –and aligning – with their values. We’re committed to doing good. If that resonates with you, we’d love to work together.

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