Christina Traurig
CFP®, MBA
Cornerstone Financial Planning, LLC
Principal & Financial Planner
Christina Traurig
CFP®, MBA
Cornerstone Financial Planning, LLC
Principal & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christina Traurig, CFP®, MBA
Fee-Only financial planner located in Portsmouth, NH, serving clients throughout the Portsmouth and Seacoast region
Christina Traurig is a Portsmouth, NH fee-only financial planner serving clients throughout the Seacoast region. Cornerstone Financial Planning, LLC provides comprehensive financial planning, investment management, and divorce planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christina Traurig is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Christina Traurig graduated Summa Cum Laude from Northern Kentucky University with a Bachelor of Science in Finance. She also holds a Master of Business Administration (MBA) from the University of Louisville where she graduated with distinction.
Prior to joining Cornerstone Financial Planning, Christina worked with a financial advisory firm in Louisville, Kentucky where she engaged directly with clients providing comprehensive financial planning and investment advice. She obtained her CERTIFIED FINANCIAL PLANNER™ Certification in 2017. Christina is based in our Portsmouth, NH office, and provides financial planning services to our clients.
Christina was born and raised in Cincinnati, Ohio. Her family and friends remain there so she looks forward to going back to see them on holidays. However, she has always wanted to live on the east coast and couldn’t be more excited to be living in Portsmouth, NH. She spends her spare time hiking, kayaking, camping, skiing, and exploring everything the area has to offer.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 2017
- NAPFA Registered Financial Advisor 2018
Christina Traurig is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A Different Approach to Financial Freedom
Welcome to Cornerstone Financial Planning, where you’ll find an individualized approach delivered by a team of experienced financial professionals. As our name "Cornerstone" suggests, we help you lay a foundation for financial success through personalized strategies and thoughtful advice to address your financial needs and circumstances. With clarity about your financial picture, you can be free to enjoy your wealth and move toward more confident decision-making.
Taking our fiduciary responsibility seriously, we work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Our personalized approach, with a long-term focus, empowers you to develop confidence and peace of mind. You will benefit from realistic, objective advice that is tailored to your personal financial situation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Christina Traurig is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christina Traurig is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Christina Traurig Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Christina Traurig is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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Christina Traurig is Featured in Seacoastonline: "Cornerstone Financial Planning under new ownership"
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Christina Traurig is Featured in Down East: "Cornerstone Financial Planning B Corp values and the inspiring example of the firm’s founders guide a new generation of women business owners."
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Christina Traurig is a Graduate of Leadership Seacoast, Class of 2020
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Christina Traurig is Interviewed on Connections Peer Support Center's Blog: "Connecting with Money"
Contact Christina Traurig
Office Locations:
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210 Commerce Way
Suite 230
Portsmouth, NH 03801
