BA, CFP®, CDFA®
Cornerstone Financial Planning, LLC
Fee-Only financial planner located in Portland, ME serving clients throughout the region
Susan Veligor 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, Susan Veligor is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Susan Veligor graduated from the University of Massachusetts, Magna Cum Laude, with a BA in English. She has worked in financial services since 1994. Prior to founding Cornerstone Financial Planning, LLC with Jill, Susan worked at Mackensen & Co., Financial Guidance Associates, & US Boston Capital Corp.
Susan is a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Divorce Financial Analyst.
A Massachusetts native, Susan spent summers in Maine. The ocean, the people and the way of life in the state drew her back to establish a business in Portland, where she lives with her husband, Vincent, and Lola, the "Little River Duck Dog." They have two grown children. In her free time, Susan enjoys the outdoors, spending time with friends and family, and activities at the First Parish Unitarian Universalist Church in Portland, where she is a member.
Susan has appeared on local television and radio programs, and has addressed both high school and college classes as well as offering financial planning seminars for women.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant 2000
- NAPFA Registered Financial Advisor 2000
- Certified Divorce Financial Analyst 2018
Susan Veligor 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.
- 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
Susan Veligor is a NAPFA-Registered Financial Advisor
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.
Susan Veligor 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.
Susan Veligor Has Received Training at the The Kinder Institute of Life Planning
The 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.
Susan Veligor 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 Susan Veligor
38 Union Wharf
Portland, ME 04101