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

American and Immigrant Parents: Life Lessons about Money

Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

Keynesian Economics

Published by Jake Bleicher When most people think about John Maynard Keynes they usually think about Keynesian economics. His work has helped to shape modern economic policy and played a monumental role in revitalizing the global economy after the Great Depression.

10 Questions to Ask Your Advisor

We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …

Retirement Funding: More than a 401k Account

Published by Mark Petersen People have many different ways of saving for retirement. One may utilize pre-tax or post tax savings, invest in appreciating assets or collectibles or even allocate money to assets which may simply maintain their value over time.
1 2 3 103 104 105 106 107 108

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