BA, CDFA®, CFP®
Cornerstone Financial Planning, LLC
Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide
Jill Boynton graduated from Tufts University, Magna Cum Laude, with a BA in Economics. She worked in the brokerage industry for many years, at Paine Webber, Morgan Stanley Dean Witter, and Morgan Keegan. Prior to establishing Cornerstone Financial Planning, LLC with Susan Veligor, Jill was employed at Mackensen & Co.
Jill is a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Divorce Financial Analyst.
Jill offers workshops for women and local companies interested in improving their financial expertise. She has been quoted in Money Magazine, Investors Business Daily, Ticker Magazine, and MorningstarAdvisor.com. Jill has also appeared locally on NH Outlook.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 1999
- NAPFA Registered Financial Advisor 1999
- Certified Divorce Financial Analyst 2004
- Member of Association of Divorce Financial Professionals
- Board Member of the Collaborative Law Alliance of NH
- Member of the International Academy of Collaborative Professionals
Jill Boynton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 our individualized approach delivered by a team of experienced financial professionals. Benefit from our personalized financial strategies and thoughtful advice to address your changing needs and circumstances. With clarity of your financial picture you can be free to enjoy your wealth and move toward more confident decision-making.
We work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Develop confidence through our long-term approach with realistic and objective advice to bring stability and a higher quality of life.
Working Together to Reach Your Goals
Your goals are our goals; your success is our success.
Working together begins with an initial meeting at no cost to you. We ask that you complete and bring our Questionnaire to this meeting, at which you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives, and explore ways to achieve them.
At Cornerstone, we hope you will find an environment that engenders your trust and a supportive partnership in attaining your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jill Boynton is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jill Boynton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Jill Boynton is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Jill Boynton
70 Old Post Road
Newington, NH 03801