1700 South El Camino Real,
It’s easy to put off financial planning when your busy career and life are top priorities. Taking time to meet with a financial advisor is essential for managing and protecting your assets. Clients have confidence knowing their money is working for them as they approach significant milestones. Our approach is to help you get a clear vision of where you want to go and provide the tools to get there.
The CFP Board developed the Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might provide financial planning to a client in accordance with the Code of Ethics and Standards of Conduct.
So you decide to move forward with a Financial Plan, what are the next steps?
After enrolling you in eMoney - your new personal financial website - we will begin the preliminary data gathering process, and help you towards your path of financial success.
When it comes to your financial confidence, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
The eMoney platform to integrates your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.