Mackenzie Arsenault
CFP®, BS
Cornerstone Financial Planning, LLC
Principal & Financial Planner
Mackenzie Arsenault
CFP®, BS
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. - Mackenzie Arsenault, CFP®, BS
Fee-Only financial planner located in Portland, ME serving clients throughout the region
Mackenzie Arsenault is a Portland, ME fee-only financial planner serving clients throughout the 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, Mackenzie Arsenault is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mackenzie Arsenault graduated from Roger Williams University in Bristol, Rhode Island with a Bachelor of Science, Magna Cum Laude in Financial Services, and she later completed her Certified Financial Planner™ coursework at Boston University.
Prior to joining Cornerstone Financial Planning, Mackenzie worked at UBS Wealth Management Americas in Boston, Massachusetts, where she provided client services. Prior to that, she worked as assistant portfolio manager at SMI Management and Research, LLC in Damariscotta, Maine. Mackenzie is based in our Portland, Maine office, and provides financial planning services to our clients.
Mackenzie has a large family throughout Maine and Massachusetts. After spending time working in Boston, she moved back to Maine in April 2014 and resides on Portland’s Eastern Promenade. She is a passionate sailor and skier in her spare time, and participates in sailing races in the summer.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 2013
- NAPFA Registered Financial Advisor 2014
- First Vice Chair of the Maine Women's Network - Portland Chapter
- Maine Estate Planning Council
- Junior League of Portland, Maine
- 100 Women Who Care - Southern Maine
- Portland Regional Chamber of Commerce - Propel
Mackenzie Arsenault 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 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.
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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Mackenzie Arsenault 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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Mackenzie Arsenault 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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Mackenzie Arsenault 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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Mackenzie Arsenault 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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Mackenzie Arsenault is Featured in Seacoastonline: "Cornerstone Financial Planning under new ownership"
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Mackenzie Arsenault 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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Mackenzie Arsenault is Recording Secretary for the 2022-2023 Board of Directors of the Junior League of Maine
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Mackenzie Arsenault is a Member of The National Association of Estate Planners & Councils
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Mackenzie Arsenault is 1st Vice Chair & Sponsorship Chair of the Portland Chapter of the Maine Women's Network
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Mackenzie Arsenault is a Member of Junior League of Portland, ME
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Mackenzie Arsenault is a Member of 100+ Women Who Care (Southern Maine)
Contact Mackenzie Arsenault
Office Locations:
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38 Union Wharf
Portland, ME 04101
