General Info

Susan and Jill formed Cornerstone Financial Planning LLC in 2004 when they saw the need for unbiased and client-focused financial planning in the Portsmouth to Portland corridor. Their dedication to provide sound financial advice without the conflict of "working for a sale" led them to a business that offers fee-only services with a commitment to build client wealth through trusted relationships." Webster's defines trust as a charge or duty imposed in faith or confidence. Clearly, you understand as we do that trust is an integral part of financial planning. Cornerstone Financial Planning trust reveals itself in many ways. If having a trusted relationship with an advisor is a priority for you, please contact us today.