Logbook Financial Planning
68 Main St.
Rockport, ME 04856
Training: Advanced more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
Chris Cortese, Founder of Logbook Financial Planning, LLC, is a Financial Planner serving individuals and families around the world. With a background of public service in the U.S. Air Force and the U.S. State Department, Chris is passionate about continuing to serve those in government and the military. Chris founded Logbook Financial Planning to provide independent, fiduciary, fee-only financial advice to all Americans, regardless of asset levels. Logbook specializes in those who serve our nation (Foreign Service, military, and other federal employees); those who serve our communities (teachers, social workers, police, and firefighters); and others interested in giving more purpose to their lives (through career changes, early retirement, passion projects, philanthropy, or family legacy).About Christopher Cortese
Prior to his career in financial planning, Chris was a Foreign Service Officer and diplomat in China, Taiwan, Colombia, and Uruguay for 13 years. As an Air Force and airline pilot, he flew more than 5,000 hours in a variety of aircraft such as the T-38, MH-53J, C-5, 727 & 737.
Chris is a CERTIFIED FINANCIAL PLANNER™ and is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN).