This month's blog by Bethany discusses tips for saving when spending feels stressful! Click below to read the full piece. #savings #budgeting #spendingthoughtfully
Cornerstone Financial Planning, LLC.
Financial Services
Portland, Maine 198 followers
A Different Approach to Financial Freedom
About us
Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and security. Our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth. With our exclusive fee-only structure, you are guaranteed the highest level of impartiality, available from few others in the market. Each member of our staff is an experienced professional dedicated to getting to know you on a personal level and helping you achieve your long-term financial goals. We are honored to serve as your trusted advisor and build rewarding long-term relationships with you, your family and future generations.
- Website
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http://www.cornerstoneplanning.com
External link for Cornerstone Financial Planning, LLC.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Portland, Maine
- Type
- Privately Held
- Founded
- 2004
Locations
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Primary
Get directions
38 Union Wharf
Portland, Maine 04101, US
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Get directions
210 Commerce Way
Suite 230
Portsmouth, New Hampshire 03801, US
Employees at Cornerstone Financial Planning, LLC.
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Susan Veligor
Founder, Cornerstone Financial Planning, LLC
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Daniel Huffman
Christian, Husband, Father, Entrepreneur, Financial Planner, Real Estate Investor, Army Officer, Physical Therapist
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Mackenzie Parsons, CFP®
Principal & Financial Planner at Cornerstone Financial Planning, LLC.
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Bethany Goodrich, CFP®, MBA
Financial Planner
Updates
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Cornerstone's own Mackenzie Parsons celebrates her 10-year anniversary working at Cornerstone Financial Planning, LLC.! Congrats on this milestone, Mackenzie, and cheers to the next 10, and beyond!
Mackenzie Celebrates 10 Years at Cornerstone!
cornerstoneplanning.com
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This month's blog by Kristen discusses tips that you can use to aid in raising your credit score. Click below to read how! #creditscorematters #CreditScoreBoost #CreditScoreIncrease
How to Boost Your Credit Score
cornerstoneplanning.com
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Today, April 22, is Earth Day! We feel it is important to treat EVERY day as if it is Earth day. Click below to read about the 2024 Earth Day campaign 'Plant vs. Plastics' and to see how you can incorporate better habits for our planet into your daily lives! #EarthDay2024 #earthdayiseveryday #PlanetVsPlastics
Make Every Day Earth Day
cornerstoneplanning.com
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Cornerstone Financial Planning, LLC.'s Principals Christina and Mackenzie were recently featured on Oak Street Funding's podcast to outline their respective journeys to co-ownership and buyout success. Click below to read more and to listen to the episode! #SmartPlanning #womenownedbusiness #womeninfinance
Cornerstone Owners Featured on Oak Street Podcast
cornerstoneplanning.com
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Cornerstone Financial Planning, LLC.'s co-owner, Mackenzie Parsons, has been accepted to Leadership Portland's 2024 class! Click below to read about how Mackenzie is becoming an informed and engaged leader in the greater Portland area! #leadbyexample #Stayinformed #Localleaders
Mackenzie Parsons Accepted to Leadership Portland Class of 2024
cornerstoneplanning.com
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Cornerstone is proud to be a Certified B Corp! Check out our blog below on B Corp month and why it's so important to Cornerstone! #bcorpmonth #certifiedbcorp #UsingBusinessAsAForceForGood
March is B Corp Month!
cornerstoneplanning.com
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Cornerstone Financial Planning, LLC. is proud to be a women-founded and women-owned business. Today, on March 8th, we look back at the incredible women who have come before us, who challenged the status quo, and fought for the rights of all women. As we look forward, we hope you will join us in striving for a future where every woman has the opportunity to thrive and fulfill her potential!
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MaineBiz is back with their annual Book of Lists for 2024 and Cornerstone Financial Planning, LLC. is listed as one of Maine's largest Certified B Corporations™. Click below to learn more! #certifiedbcorporation #mainebcorp #MaineBiz
Cornerstone Named in 2024 Book of Lists
cornerstoneplanning.com
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As many people have heard by now, Mint will be closing as of 1/1/24. Read Cornerstone's blog below to explore some alternative options for budget tracking! #Budgeting #FinancialHealth #takecontrolofyourfinances
Budgeting App Options to Replace Mint
cornerstoneplanning.com