Why You Should Choose A CFP® Professional

Did you know that today anyone can claim to be a “financial planner”? It’s true. But not just anyone can call himself or herself a Certified Financial Planner™ professional. As a consumer, it’s important to understand the difference. Allow me to take this opportunity to explain why. I have earned the right to call myself a CFP® professional because I have voluntarily agreed to meet rigorous education, examination and experience standards. I participate in ongoing professional education. And, I follow a strict code of professional ethics and standards of practice. Read more…

What You Should Know About Financial Planning

In my work as a financial planner, I often am asked, “What exactly is financial planning anyway?” Perhaps you’ve asked the same question. Given the fact that “financial planning” has become a catchall phrase for an abundance of different financial services, it’s a good question. Allow me to take this opportunity to describe how I view financial planning and why I believe it is so important for all of us to do.

10 Questions to Ask When Choosing a Financial Planner

Have you been thinking about working with a financial planner? More and more Americans are. A financial planner can help you secure your financial future, but choosing the planner that’s right for you isn’t always an easy decision. I recommend that you interview and evaluate several financial planners before making a decision. When you do, ask the following 10 questions:

Financial Planning Process

Investments. Insurance. Taxes. Retirement plans. Estate plans. Financial planning can encompass all of these things, but it’s much more. Financial planning is a process that will help you reach your goals through the proper management of your finances. This process is so integral to true financial planning that I would like to take this opportunity to briefly explain what the process is – and why you should make sure that any financial planner you work with follows it.

Ready To Make Your Plan? Click Below And Check It Out: