Why choose a CFP?
You may not have the expertise, the time, or the desire to actively plan and manage certain financial aspects of your life. You may need help getting started. You may benefit from an objective, third party perspective on what are often emotional, difficult decisions. In today's hectic world, it can be beneficial to have a CFP® expert to make sure you stay focused and follow through with your financial plan.
CFP® professionals are dedicated to using the financial planning process. To earn the prestigious CFP® certification and remain certified as a CFP® professional, individuals must meet the following requirements.
A CFP® professional can help you set realistic financial goals. Assess your current financial health and develop a comprehensive plan to meet those financial goals.
*This article was derived from the Financial Planning Association website*
Cornerstone Wealth Management
486 NW 2nd Ave.
Canby, OR 97013
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.