Certified Financial Planners must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. The guiding principles are: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
My firm exists to help clients do two things: clear financial concerns, and build the wealth that empowers them to achieve their goals.
We understand the unique financial needs of women. Our firm works with business owners planning for succession, couples preparing for retirement and adult children managing complex estates.
The bottom line is that I’m not selling products, I’m solving problems. As an Advisor who is bound by a fiduciary oath, my clients’ best interest is always my focus. My goal is to do my job so well you have the freedom to enjoy your journey.