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FAQ
experience excellence
We provide you with top-notch solutions
We work with professionals that are career-focused but place a high emphasis on their quality of life. Personal finances are stressful; we are here to reduce that stress and keep you organized.
NO! Technology gives you the option to work with the financial planner that is the best fit rather than the one down the block.
We work closely with an established accounting firm for tax preparation. If you like your tax preparer we are happy to work with them.
NO! I founded the firm to have the ability to work with my peers. I am here to help you grow your balance sheet and build wealth.
I left the world of commissioned sales to put my clients’ interests before my company’s profits. Fee-only means I am completely transparent and all my compensation comes directly from my clients and not from third parties.
Most people think all financial planners are “certified,” but this isn’t true — nor are all certifications the same. Anyone may call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks. This status represents a high level of competency, ethics, and professionalism. The CFP Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.
