Although many professionals may call themselves ‘financial planners’, only CFP® professionals have completed extensive training and experience requirements. The CFP® Board of Standards outlines some traits you can and should expect from your CFP®. We describe how we will work to apply each trait to build, protect, and strengthen your financial life.

• Competence: Educated and experienced to assist our clients. Ongoing education is a priority.
• Objectivity: As fiduciaries, the interests of our clients must come first, before our own and any possible conflicts of interest we may have. Ours are clearly outlined in our attached Advisory/ Consumer Brochure under the “Getting Started” tab.
• Integrity: Trust is essential. Our top clients recently surveyed listed this as one of the key reasons they use our services; a history of trust, honesty, and professionalism. We will work hard to continue this trait in every client-planner relationship.
• Clarity: It is important that our clients are treated fairly and with clarity on what to expect from their planning services. A ‘menu’ of what is being contracted outlines the services and costs for each, and an Engagement Agreement signed by both parties for services will aid clarity in the working relationship.
• Diligence: We always say our job is to “get you from where you are today, to where you want to be successfully, protected and sustained.” As a CERTIFIED FINANCIAL PLANNER™ professional, my job is to assist our clients in bringing all the pieces of their financial lives together. Our rigorous ethical standards keep your interests at the forefront. Our “ADV” or state-filed Advisory Brochure, is available via the “Getting Started” link on this website, in addition to our Privacy Policy. Please take a look to see if we are a good fit for you.

For more information on our firm and policies, CLICK HERE. Please use our online booking service to set up your complimentary initial planning appointment. Our appointment hours are 10:00 a.m. until 6:00 p.m. Monday through Thursday. We request, for your privacy and those we work for, that you make a prior appointment to meet with us.