Commitment to Professionalism
Each of our financial planners is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions. Learn more at www.fpanet.org.
Commitment to Excellence
All of our lead advisors are NAPFA-Registered Financial Advisors. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill significant continuing education requirements. Learn more at www.napfa.org.
Commitment to Accessibility
All of our lead advisors are members of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public’s best interests by making competent, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Jean and her fellow Garrett network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, the team is proud to offer the same quality, professional advice to all clients, not just the affluent. Members bring the collective wisdom of the entire network – comprised of financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, retainer or per-project basis. Working on an hourly basis means that clients pay only for the time an advisor works with or for them. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients. Learn more at www.garrettplanningnetwork.com.
Commitment to Continued Education
The Certified Financial Planner Board of Standards, Inc. is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to — and benefit from — competent, ethical financial planning. Individuals who successfully complete the organization’s initial and ongoing certification requirements may use the certification marks. All of our lead advisors are required to hold the CERTIFIED FINANCIAL PLANNER® mark. Learn more at www.cfp.net.
Commitment to Objectivity
NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, money managers and insurance companies. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a “Fee-Only” basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.