Our Credentials

Did you know that anyone can call himself or herself a ”financial planner”?

 

By choosing to work with a CERTIFIED FINANCIAL PLANNER™ professional, you can take comfort in knowing what comes with one of the industry’s most prestigious certifications. 

Click here to view our bios and learn more about our credentials.

 CFP® practitioners must agree to abide by the CFP Board’s Code of Ethics which requires certificants to practice financial planning with fairness and integrity.  We agree to make recommendations that are objective and based on your needs. 

But the requirements don’t end there…

CFP® certificants must complete a rigorous course of study and complete a 10-hour exam testing seven areas of financial planning:  

  • Principles of Financial Planning
  • Retirement Planning
  • Investment Planning
  • Insurance Planning and Risk Management
  • Employee Benefits Planning
  • Income Tax Planning
  • Estate Planning

 In order to maintain a high level of competence in an ever-changing industry, we are also required to complete a minimum of 30 hours of continuing education every two years.

 The Financial Planning Process:

  • Establishing and defining the client-planner relationship
  • Gathering client data, including goals
  • Analyzing and evaluating the client’s financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing the financial planning recommendations
  • Monitoring the financial planning recommendations

 To learn more about the CFP® program and the financial planning process, check out the Certified Financial Planner Board of Standards Inc. website.