Personal Financial Planning
Most financial plans are a pile of papers you get, and then just file away. They are based on projections and assumptions at the time the plan is created. However, life happens and things change.
Our plans are created and maintained on your personal website, which lets you to make changes as they happen. When you ask us a question, we can quickly update your plan and provide you with answers and solutions.
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete the CFP® board's initial and ongoing certification requirements.