What is Cornerstone Financial Planning?
Cornerstone Financial Planning offers clear and collaborative wealth management that truly works for you. Behind every financial decision lies your real life — your future, your family, and all those what-ifs. This firm listens closely, plans thoughtfully, and leads with clarity so clients can feel confident and in control of their financial path. It’s not just about numbers; it’s about aligning money with what matters most to each individual.
Main Benefits of Cornerstone Financial Planning
Here’s a quick snapshot of what makes Cornerstone stand out:
- Comprehensive financial planning that covers tax strategies, insurance, estate planning, retirement, cash flow, and investment management
- Fee-only financial planning and investment management — no commissions, no sales pressure, no hidden fees
- Women-led and women-owned, bringing real-life values and intentional business practices to the table
- Local wealth management based in Portland, ME, and Portsmouth, NH, with a focus on community and long-term partnership
- Independent investing backed by academic research, free from parent company influence or commission-driven motives
- Certified B-Corp™ status, reflecting a commitment to social and environmental responsibility
- Socially Responsible Investing (SRI) options aligned with clients’ values and ethics
Personalized Wealth Management Rooted in Values
Cornerstone believes your money carries meaning — it’s not just dollars and cents. Financial planning here is deeply personal, designed to reflect your unique goals, passions, and vision. The approach is all about putting your money where your values are, creating a plan that’s as individual as you are. It’s about clarity, collaboration, and care, ensuring every financial decision feels aligned with what truly matters.
Holistic Financial Planning Services
Every financial decision is connected, and Cornerstone takes a holistic approach to wealth management. Their comprehensive service covers all aspects of financial life, including:
- Tax Strategies that optimize your financial outcomes
- Insurance & Protection to safeguard your future
- Estate Planning to ensure your legacy
- Retirement Planning tailored to your lifestyle goals
- Cash Flow Analysis for better money management
- Investment Management grounded in research and independence
This all-in-one plan is designed to bring peace of mind and a clear path forward.
Dedicated Team with a Purposeful Approach
The team behind Cornerstone Financial Planning isn’t just a list of credentials — they’re thoughtful listeners, skilled professionals, and purpose-driven humans. Certified Financial Planner™ professionals with decades of experience, they meet clients where they are, exploring possibilities and walking alongside every step with care, clarity, and consistency. Their approach is intentionally personal, offering transparent feedback and collaborative strategies that truly resonate.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth — promoting ethical financial planning and responsible investing
- SDG 10: Reduced Inequalities — supporting inclusive wealth management accessible to diverse communities
- SDG 12: Responsible Consumption and Production — encouraging socially responsible investing and sustainable financial decisions
- SDG 17: Partnerships for the Goals — fostering community partnerships through local wealth management
Why Choose Fee-Only Fiduciary Financial Planning?
Choosing fee-only fiduciary financial planning means clients get advice that’s truly in their best interest — no commissions, no hidden agendas, just pure, transparent guidance. This model eliminates sales pressure and conflicts of interest, allowing for a relationship built on trust and integrity. It’s a refreshing approach that puts clients first, ensuring every recommendation is made with their goals and values front and center.
