Financial Planning is the process of working with an Advisor to define your financial goals in life and developing a plan to achieve them. The planning process covers Net Worth, Cash Flow, Insurance, Tax, Investment, Retirement and Estate.
No, not with us. While that may be the case for many planning / wealth management firms, we offer planning relationships without requiring any investable assets. While we do offer investment management and tax preparation as well, each client gets to choose what services they want and how we work together.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.