Bethany Goodrich (CFP®, MBA)

Bethany Goodrich focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Socially Responsible Investments

Tax Planning

Women's Financial Planning Issues

Planning Specialties

At Cornerstone Financial Planning, we find that fostering meaningful engagements allows us to best understand your values, goals, and what is most important to you. Our relationship with you is the cornerstone of our business as we act first and foremost on your behalf, working together to achieve financial peace of mind.

One of the most rewarding aspects of assisting our clients is witnessing their experience of wellbeing that comes with knowing they are making good decisions and are wise managers of their resources. As you begin to recognize some of the forces that affect your wealth and understand what you want your money to do for you, our conversations become more meaningful and our partnership even more effective.

Securing your future – family, health, job, and leisure – requires a plan and a complete picture of the financial possibilities for today, tomorrow, and into the future.

Additional Information

Bethany graduated from the University of Michigan with a BA in Organization Studies and received her MBA from Isenberg School of Management through UMass Amherst.