Creating and maintaining a financial plan can be a difficult journey to go alone. There are so many investment options and strategies—where to even begin?
Our financial advisors will help guide you down a path of financial success with our 7 Steps of Financial Planning Process:
Understand your personal and financial circumstances.
Identify your goals and expectations.
Analyze your course of action and evaluate.
Develop financial planning recommendations.
Present the financial planning recommendations.
Implement the financial planning recommendations.
Monitor progress and update as needed.
Once we have every base covered, we’ll develop a strategy and timeline for each goal, working toward a secure financial future. Regular reviews and modifications will ensure that the plan stays on track and reaches your targets.
Working with a CERTIFIED FINANCIAL PLANNER™ Professional
When choosing a financial advisor to help you meet your wealth management goals, consider the benefits of working with someone that is a CERTIFIED FINANCIAL PLANNER™ professional. This well-regarded certification is awarded by the CFP Board to individuals that have met rigorous educational, testing, and ethical standards.
To obtain the CFP® certification, individuals must complete a comprehensive course of study at an approved college or university covering a multitude of financial planning topics, including:
- Estate planning
- Income tax-mitigation strategies
- Wealth management plans and transfer strategies
- Risk management
- Retirement planning
- Employee benefits
Beyond education, CFP® professionals must adhere to a strict code of ethics, upholding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when providing service to others. These standards are monitored closely by the CFP Board, and violation of these principles can result in the revocation of the designation.
How This Helps You
There are a variety of attributes that you can expect from an advisor with the CFP® certification, including:
- Well-versed in developing integrated wealth management plans
- A robust theoretical and practical knowledge of investment products and services
- An unwavering commitment to the highest ethics
- A steadfast commitment to putting your interests first
We encourage you to experience the benefits of working with a CFP® professional for yourself. Contact us today to learn more or to schedule a complimentary consultation.
Transparent Fee Structure & Schedule
Assets Under Management ($)
Annual Rate (%)
|Up to $500,000||1.20%|
|$500,001 to $1,000,000||1.00%|
|$1,000,001 to $2,000,000||0.90%|
|$2,000,001 to $500,000,000||0.75%|
|$5,000,001 to $10,000,000||0.55%|