Fee-Only Certified Financial Planners (CFPs®)

 

Connect With A Personal Financial Planner

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Fiduciary Financial Planners


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Personal Financial Planner


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

What Does a Financial Advisor Do?

1. Assess and Set Goals

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s.

2. Customize a Plan

Developing a plan that is tailored to the client.

They discuss their level of risk tolerance and develop an appropriate plan of investments, savings, and asset allocation.

3. Manage Relationships and Assets

Although advice and planning is what most clients want from their advisor, many advisors are also qualified to fully manage an investment portfolio.

When Do You Want To Retire?


How far away is your dream life?

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How Can A Certified Financial Planner (CFP®) Help You?


Financial advisors help you take control of your finances.

If you have a financial goal, be it retirement, college, home ownership, or just making better investments, a financial advisor can help to achieve your goal.

Financial advisors will work with you to craft a personalized financial plan that is suited to your needs, goals, investment strategy, and so on.

While planning is the primary service financial advisors provide, many also will make investments on behalf of their clients.

This includes trading securities, managing a 401(k) or IRA, or even working in other investments such as real estate or art.

Questions To Ask Your Certified Financial Planner (CFP®)


Are you a fiduciary?

Fiduciary financial advisors charge more but are preferred because of their obligation to always act in the best financial interests of their clients at every turn. Non fiduciary financial advisors can receive extra compensation for using certain products or services that may not be in the clients’ best interests.

What is your investment philosophy?

Relationships between financial advisors and clients, like most business relationships, are in many ways partnerships. It is vital for advisors and clients to be on the same page when it comes to investment strategy.

What is your communication style?

Financial advisors typically keep open lines of communication with their clients, remaining accessible in order to establish trust and transparency as they manage clients’ money.

Certified Financial Planner (CFP®) Locations



FAQs About Certified Financial Planners (CFPs®)

A financial advisor usually charges a fee-only payment package centered around a small cut of a client’s assets under management such as one percent.
A financial advisor helps clients improve their financial health through various methods ranging from financial advice to direct money management.
A good rule of thumb is to seek out a financial advisor when you can save around 20 percent of your income.
Research not just what other clients say about the advisor but also what his or her qualifications and services are.