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CERTIFIED FINANCIAL PLANNER

The CFP® designation is considered by many to be the most respected and sought-after designation in the financial planning profession. The Financial Planning Association promotes the CFP® mark as the cornerstone of the financial planning profession.

The CFP certification offers the public a consistent and credible symbol of professional competence in financial planning.

As a CFP®, Scott is bound by the guidelines promulgated by the Board of Certified Financial Planners.

These guidelines follow six general activities:

1 – Establishing the Client-Planner Relationship

2 – Gathering Client Data

3 – Analyzing and Evaluating Client Financial Status

4 – Developing and Presenting the Financial Plan

5 – Implementing the Financial Plan

6 – Monitoring the Financial Plan

In adhering to these guidelines as well as maintaining the license requirements and continuing education, clients are assured of receiving a Financial Plan that both addresses their financial concerns and also clearly outlines the path for fulfillment of their desires.  This is done in a comprehensive, detailed, thorough, and professional manner.