CERTIFIED FINANCIAL PLANNER™ Practitioner
I specialize in the development and implementation of written financial plans. Initially, I interview the client for 30 to 45 minutes to discuss goals, time horizon and investment experience, as well as to gather information for a financial X-ray. From this data gathering, I construct a plan that addresses six areas of financial planning.
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.