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Certified Financial Planner:
Whether it is a retirement plan, an estate plan, a financial divorce plan
or education plan, you will have the information required to make the most
important decisions of your financial life. In dealing with one of the
most personal and sensitive aspects of people's lives, your financial
security, trust is at the heart of the financial planning relationship. A
CFP designation ensures that you can trust in the planner's competence,
integrity and objectivity. And, trust the planner will act first and
foremost in your best interest.
Certified Divorce Financial Analyst:
A CDFA takes all of your financial issues into consideration and using
Divorce Pro, a specialized software program, can accurately project the
long-term effects of any given proposed divorce settlement. Any inequities
are revealed and you are provided with better information to make the
right decision in your settlement.
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