Why Work With CFP®?

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

“Finances” doesn’t mean just one thing for most Americans and “Financial Planning” means much more than just investing. Bringing all the pieces of your financial journey together is a challenging task. With many moving parts in each individual’s/family’s financial life, there can be different recommendations a financial professional may give. Implementing sound recommendations can add significant value to your situation, so choosing the right advisor is essential.

The reason to choose a CERTIFIED FINANCIAL PLANNER™ is because they have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of an ever-changing financial climate and will make recommendations that are in the client’s best interest over their own.

I began my journey to the certification in 2011 and received my marks in December 2016. I started by completing the rigorous CFP® Board certified course curriculum, which includes classes such as Estate Planning, Tax Planning, Risk Management and Investments. After the courses, I completed a two-year mandatory mentorship where I assisted in delivering and implementing financial plans alongside a CFP®. While nearing the end of my two-year mentorship, I began to study for the exam. Getting ready for the exam was like preparing for a triathlon! After I submitted my last answer, I waited in suspense for the longest six weeks of my life; I passed!

After successfully completing my trek to earning my CFP®, I look at financial planning in a new light. In many ways, I feel like a detective. I take many different facts and clues from a client’s quantitative and qualitative financial characteristics. From there, I draw a picture of where the client wants to be long-term and then work backwards, establishing various outcome based goals for the short term, intermediate and long term coupled with recommendations. In turn, the clients have a financial roadmap to implement with our team’s help along the way.

At Carson Wealth, creating the initial plan is just the beginning! We know one’s financial situation is ever-changing and fluid. We continue to monitor, update and help with life’s trade-off decisions on an on-going basis.

As the saying goes, “A dollar today, is worth more than a dollar tomorrow.” So make your choice today to work with a CERTIFIED FINANCIAL PLANNER™!

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

What Should I Do With My Old 401(k)?

Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.

529 Plans

Published by Mark Lookabill 529 plans were just recently brought back into headline news with President Obama’s State of the Union Address. During the State of the Union, the President expressed his desire to start taxing withdrawals from 529 plans.

The Too-Good-To-Be-True Dividend

Published by Brett Carson We’ve all heard the saying, “if it’s too good to be true, it probably is.” That’s how I feel about high yielding investments in this ultra-low rate environment. Just recently, my father asked me to look into a stock that was trading at nearly a 19% dividend yield t …

Applying for College Financial Aid

Published by Beth Schanou  Now that January has arrived, those with college aged students are faced with the task of completing the Free Application for Federal Student Aid (FAFSA). The FAFSA data gives a student access to financial aid and many states and colleges (public and private) use …
1 2 3 90 91 92 93 94 95 96

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation