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Get to Know Me Monday #10 - Why have a financial plan and why choose a CFP?

I started my Get to Know Me Monday blog in October because meeting with a financial planner the first time might sound intimidating.  I wanted these blogs to provide an opportunity to get to know me a little better and get to know the various areas that I advise and work with clients.  From college planning, paying for college, planning for retirement, tax planning to estate planning, I can help you address and make a plan to achieve your financial goals. You can benefit from some level of financial planning at any stage of life, even if you don’t have a lot of money now.

I am a CPA, CFP and PFS. What do those letters mean? Most are familiar with a CPA (Certified Public Accountant).  

A CFP is a Certified Financial Planner. 

Why Choose a CFP® Professional | CFP - Let's Make a Plan (letsmakeaplan.org)

 “Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

As part of their certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.”

I am unique in my financial planning practice because I don’t sell any products. Many CFP advisors also sell insurance or investments.  When I prepare a plan, you are assured that my advice is objective, and not contingent on a commission or referral fee.

A PFS is a Personal Financial Specialist. 

“The American Institute of CPAs (AICPA) established the Personal Financial Specialist (PFS™) credential for CPAs who specialize in various areas of financial planning. To receive the credential, CPAs must pass the exam requirement that covers all of the planning process and professional responsibilities and disciplines that make up personal financial planning, including tax, estate, retirement, investments, and insurance planning as well as a few niche areas like employee benefits, education, and elder planning.  Alternatively, CPAs who have passed the CFP or ChFC exams do not need to take the PFS exam and are deemed to have met the exam requirement.”

With both the CPA and CFP license, I must have a certain number of continuing professional education hours each year, as well as complete an ethics course for each during the 2–3-year reporting period.  I typically exceed the minimum number of required cpe hours, as I take many courses to keep up with the tax law changes as well as current  financial planning topics and trends.

While the majority of my practice is in tax preparation and tax planning, I really enjoy working with individuals and families to achieve their financial planning goals.

Please let me know if I can assist you or if you have a topic you would like me to discuss in a future blog.

Blog Archive

Please note: Some material may be time-sensitive and may no longer apply.
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  1. Posted on: 2022-01-10
  2. Posted on: 2022-01-04
  3. Posted on: 2021-12-28
  4. Posted on: 2021-12-20
  5. Posted on: 2021-12-13
  6. Posted on: 2021-12-06
  7. Posted on: 2021-11-30
  8. Posted on: 2021-11-29
  9. Posted on: 2021-11-22
  10. Posted on: 2021-11-15
  11. Posted on: 2021-11-08
  12. Posted on: 2021-11-02
  13. Posted on: 2021-11-01
  14. Posted on: 2021-10-25
  15. Posted on: 2021-10-18
  16. Posted on: 2021-10-11
  17. Posted on: 2021-10-05
  18. Posted on: 2021-08-31
  19. Posted on: 2021-08-03
  20. Posted on: 2021-07-06
  21. Posted on: 2021-06-01
  22. Posted on: 2021-05-04
  23. Posted on: 2021-04-06
  24. Posted on: 2021-03-02
  25. Posted on: 2021-02-02