Why Use a CFP

“The Certified Financial Professional® Board’s certification process assures the public that individuals authorized to use its’ mark have met education, examination and experience requirements to provide personalized financial planning advice and are committed to high ethical standards.”

What is the Financial Planning Process?

    There are six ongoing steps to the CFP Board approved process.

     1. Define the client’s goals and objectives.
     2. Gather financial and personal date.
     3. Analyze current financial status.
     4. Develop plans and alternatives.
     5. Implement client-approved plan.
     6. Review progress and amend as needed.

What Can You Expect from the Financial Planning Process?

“Personal financial planning denotes the process of determining how individuals can meet their life goals through proper management of financial resources. This broad-based approach to financial advice distinguishes financial planning practitioners from other professional advisors who typically focus on one area of a person’s financial life.”

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