As a CFP® professional, we are obligated to 1. Act with honesty, integrity, competence, and diligence; 2. Act in the client's best interest; 3. Exercise due care; 4. Avoid or disclose and manage conflicts of interest; 5. Maintain confidentiality and protect the privacy of client information; and 6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.
We are committed to client education as more knowledge helps investors and strengthens our relationship. After understanding your situation, it is our duty to explain different options for your consideration.
We serve as your fiduciary, which means we have a fundamental duty to provide advice in our client's best interests.
We help you make sound decisions based on facts and knowing all tradeoffs involved. Financial planning decisions aren't black & white.