Cornerstone Financial Planning

Cornerstone Financial Planning

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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

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

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38 Union Wharf
Portland, ME
04101

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