Cornerstone Financial Planning

Cornerstone Financial Planning

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Cornerstone Financial Planning offers an individualized approach to planning your financial future. We have offices in Portsmouth, NH and Portland, ME.

03/20/2025

Here at Cornerstone, we aim to incorporate personal values into the financial picture. Read our latest blog post for ways you can integrate your values into your spending habits!

Setting Financial Goals 03/19/2025

Check out our latest blog that includes tips for setting financial goals!

Setting Financial Goals Setting financial goals for your present and future is the first important step to financial success and freedom. People generally get hung up on the

11/13/2024

Today's blog post offers tips for combining finances with your partner. Although the process can be daunting, there are ways to help ensure you and your partner are on the same page! Read more at: https://www.cornerstoneplanning.com/blog/post/tips-for-combining-finances-with-a-partner

11/12/2024

On Thursday, members of the Cornerstone Team were thrilled to attend the Mainebiz 40 Under 40 Awards where our own Mackenzie Parsons was honored! Read more on the Cornerstone blog: https://www.cornerstoneplanning.com/news/post/team-supports-mackenzie-at-the-mainebiz-40-under-40-awards

40 Under 40: Mackenzie Parsons is forging her own path in financial services 10/16/2024

We're thrilled to share that our own Mackenzie Parsons has been named a 2024 Mainebiz 40 Under 40!

More on the Cornerstone blog: https://www.cornerstoneplanning.com/news/post/mackenzie-featured-in-mainebiz-40-under-40

40 Under 40: Mackenzie Parsons is forging her own path in financial services While a college student, Mackenzie Parsons became fascinated with finance, went on to pursue other learning opportunities, and became a Certified Financial Planner at a young age.

10/16/2024

This week Cornerstone’s own Mackenzie Parsons joined WGME CBS 13 News, Portland to discuss paid family leave.

More on the Cornerstone blog: https://www.cornerstoneplanning.com/news/post/mackenzie-featured-on-portland-s-wgme-cbs-13

08/20/2024

Teaching high-level concepts such as investing, budgeting, and philanthropy might appear ‘too advanced’ for children, but there are many accessible and age-appropriate ways to introduce these concepts to kids.

Read our latest blog for tips and examples of how to plant the seeds for financial responsibility from an early age: https://www.cornerstoneplanning.com/blog/post/tips-for-raising-financially-responsible-children

07/23/2024

Did you know that over 1 in 5 Americans have no emergency savings? This can be attributed to increases in inflation, rising expenses, or other factors, or for many Americans earning a livable wage, it may be tied to spending habits.

Read our latest Money Wisdom post offering tips to building healthy money habits: https://www.cornerstoneplanning.com/blog/post/building-financial-habits

06/21/2024

To our clients based in Maine, did you know that you may be eligible for a tax extension? Read our latest Money Wisdom post to learn more: https://www.cornerstoneplanning.com/blog/post/understanding-the-maine-state-tax-extension

06/12/2024

We’re happy to share that Cornerstone is celebrating twenty years of business! 🎉 We're revisiting some of our notable milestones throughout the years on our blog: https://www.cornerstoneplanning.com/news/post/cornerstone-financial-planning-turns-20-2

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Address


38 Union Wharf
Portland, ME
04101

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm