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Why Choose a


Are all financial advisors the same? The obvious answer is no, but how can you tell them apart? One way you can make sure you are working with a highly skilled advisor is to choose a CFP® professional.

Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

In addition to being held to strict ethical standards, CFP® professionals must have a four-year degree from an accredited institution, complete five courses in the areas of financial planning, tax planning, estate planning, risk management, and financial plan development. After passing a rigorous exam that only has between a 55% and 60% pass rate, they are required to have 4,000- to 6,000 hours of experience before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Life events can have us questioning our financial future. Marriage, children, grandchildren, divorce, a job change, relocation and loosing a loved one are all really big events that shape who we are and have huge financial implications. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.


Financial planning is a multi-faceted, forever changing process. Everyone’s financial goals are going to be different with each life event that naturally happens over time. This is why working with a CFP® professional is so important.

With everything that life has to offer, both wonderful and heartbreaking, it is difficult to manage it all. Most individuals consider themselves successful if they can work in a career they enjoy, that pays the bills and makes them feel that they are making a difference.

The human brain is fascinating; however, in order to really master the area of finance there is a lot of mental bandwidth that is required. Even Nobel prize winners admit struggling with their own financial behavior. Unless you enjoy finances or have a career background in it, chances are financial management is not fun or enjoyable and could even be something you dread. Everyone needs someone they can trust when it comes to having a solid financial plan.

Financial management is an area of focus that can cause anxiety for many people, especially if you work in a career that's not within the financial industry. It’s very common to not know if you’re saving enough money or if you have your money in the right place. 

Interest Rate, CD, Mutual Fund, Bond, Investment… All those common words that can be very confusing. That’s why it's important to have your own financial advisor that you can talk to, or just ask questions to as things come up.

Having a CERTIFIED FINANCIAL PLANNER™ to guide you as your life changes just makes sense. Life is complicated enough without being confused about your money planning too.

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