There are several ways to approach financial planning. Ours centers on your unique goals and values. How does that translate into a strategy? We use the CFP Board's 7 Step Financial Planning Process.
Our first blog introduced the idea of what a fiduciary advisor is and why it has been an integral component of the CFP Board since its inception. Today, we are going to discuss the other 11 rules that make up this 15-part system. Let’s get started!
Working with a fiduciary seems to be on any check-list for people in search of a new advisor, but what does being a fiduciary really mean and why does this designation affect you, the client?
Your finances are a deeply personal part of who you are. In order to reach your goals, you need to work with someone who understands what they are and has a clear vision for helping you get there.