Three Simple Steps. One Personalized Plan.
We meet in person to learn more about your goals.
The first step to any successful financial plan is listening. That’s why we start by having a face-to-face conversation so we can find out what’s important to you.
We create your custom financial plan.
Next, we will create your very own personalized financial plan. It will include specific ways to help achieve your goals and address any financial concerns you may have.
We help you make the plan come to life.
We meet again to go through your plan together and make revisions based on your comfort level and feedback. We continue to meet regularly to help ensure that you stay on the path to your retirement goals.
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What is CFP®?
CERTIFIED FINANCIAL PLANNER™ certification, administered by the CFP® Board, identifies to the public individual planners who have met rigorous professional standards to adhere to the principles of integrity, objectivity, competence, fairness, and confidentiality when dealing with clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.