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What is a Certified Financial Planner?

Special Event

The designation of a CFP, or Certified Financial Planner, is a measure of trust. The CFP designation represents the level of competency required to help you construct and monitor a financial road map.

As a Certified Financial Planner, I have the tools and the up-to-date knowledge to write a compressive financial plan, and then help you to monitor your plan to make sure you are continually achieving your financial goals. I am able to work either on a fee-for-service basis or on a commission basis. The choice is always yours.

Women's Wellness Day

Saturday May 5, 2012

"An educational day focused on women's health and wellness through life transitions"