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© 2017 by Logbook FP

68 Main St., Rockport, ME 04856 

Financial planning & investment management from Rockport, Maine to clients worldwide

OUR MISSION

Steer you through your most difficult financial decisions.  

Navigate you to safe harbors through the market's ups and downs.

Build a comprehensive financial plan to secure your future.

Together we will define your dreams and track your achievements year after year. 

We guide, mentor, protect. You soar.

We Specialize In Serving:

THE DEFENDERS

you make this world a better place–Foreign Service, military, and federal government employees. 

THE DAUNTLESS

you make your community stronger–teachers, police, firefighters, social workers and more.

THE DREAMERS

you want to give your life more purpose–career changes, passion projects/non-profits, early retirement, family legacy and philanthropy.


Retirement Planning

&

Social Security

 

Insurance

&

Risk 

Protection

Cash Flow

&

Budgeting

Investment

Management

Tax

Planning

College

Funding

THE LOGBOOK ADVANTAGE 

We offer you a partnership that fits into your busy life through technology and convenient hours

no matter where you are in the world.

01

Expertise in the FSPS, FERS & military retirement systems

02

Fiercely independent;

our clients' life and interests are first (fiduciary standard)

03

Experience with career changes, world-wide relocations, college funding, aging parents and more

04

No hidden fees; we do not accept commissions or receive kickbacks (fee-only)

Founding a financial planning and investment management company, living with my family in a beautiful small town in Maine and helping others live their most fulfilling life possible is my dream.  Let's get started on your dreams!

Chris Cortese, CFP®, Founder, Logbook Financial Planning

"A Journey of a Thousand Miles Begins
with a Single Step."

- Chinese philosopher Laozi

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DREAM•PLAN•LIVE