My goal as a financial planner is to serve you in an honest and straightforward relationship.
As a candidate for CFP® certification, I use the code of ethics laid out by the Certified Financial Planner Board of Standards as a basic measure for how I hold myself accountable and encourage my clients to as well. These standards include:
Additionally, I am a fee-only planner, which means all my compensation comes from you, my client. I am also a fiduciary, which means I always act in your best interest. As a member of the XY Planning Network, I proudly took the following pledge to commit to these five fiduciary principles:
I will always put your best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
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