FAQ

We work primarily with families who have reached a level of success in their careers or businesses and wish to have a long-lasting, collaborative relationship with a trusted advisor. They might describe themselves as middle class but aspire to reach financial independence earlier than standard retirement age. They might also say that they are (or desire to be) frugal, disciplined, a business owner or professional, and intentional and thoughtful about their money and goals. Above all, they value positive relationships, deep personal connections, and strong families.

The CFP® is a mark that indicates several things. Most importantly, it confirms that I am a fiduciary. That means that I am legally required to act in your best interest and put the interests of my clients above everything else. The CFP® mark is obtained only after receiving a bachelor degree, specialized financial planning education, on-going ethics training, 3 years of work experience and a rigorous examination (it was 10 hours over 2 days!). The CFP® mark is considered the highest standard in our emerging industry. In a word, it is financial street cred.