The Financial Planning Process

Financial planning is a collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of the client’s personal and financial circumstance.

The Right Planner

Smart financial planning decisions help clients adapt to life transitions and progress toward their financial goals. Effective financial planning is emotionally complicated and deeply personal. The challenge of identifying and engaging the right advisor is an arduous undertaking.

CFP® Certification

Most people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.