Cornerstone Financial Planning

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Increasing Wealth Through Trusted Relationships

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To realize your financial goals, you need the counsel of a trusted advisor.
Welcome to Cornerstone Financial Planning! We earn your trust every day by applying our financial expertise and holistic approach, tailoring individual plans to fit our client's individual needs.
We provide Fee-Only Financial Planning.
If you want an advisor who is objective, who focuses on your priorities and is not limited to specific financial products, consider working with us. As Fee-Only Planners, our only compensation is the fee paid by our client. This compensation structure supports our desire to serve clients' best interests. Do you know how your current planner is paid?
We have taken a Fiduciary Oath as a guarantee of our integrity and our promise of trust. That's the number one reason clients have switched from other advisors to Cornerstone Financial Planning. Maybe it's time you considered a change.
We offer two types of services. Advisory and Hourly. To learn more, please review our Financial Planning Services section. There you'll find our Initial Questionnaire and additional forms designed to help us know you better. With that information, we will gladly schedule a complimentary introductory meeting. Simply send us an email or telephone the office nearest you.

Meet Susan and Jill
Our mission is to help you organize all things financial and identify what in life is meaningful to you.
We encourage the pursuit of your goals, and provide support and guidance around money decisions. We offer direction along your life path.
- Susan Veligor and Jill Boynton
More about our financial planning and investment management philosophy

Get our view on recent financial events and situations »

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