Bridge Financial Planning
I’ve thought a lot about the word compromise lately. In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white.
In other instances, it can mean that we’re settling. That’s what I’ve wanted to avoid as I’ve built this business for clients. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals.
By de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.
CFP®’s are obligated to act in their client’s best interests. Period. Not everyone in the financial services industry is held to this standard.
A CERTIFIED FINANCIAL PLANNER™
has, at a minimum:
An undergraduate degree
Three years of client experience in financial planning
Completed a financial planning education program including:
General Principals of Financial Planning
Income Tax Planning
Professional Conduct and Fiduciary Responsibility
Passed a rigorous comprehensive exam (historical pass rate of 55-60%
Completed a required 30 hours of continuing education hours bi-annually
Committed to adhering to the standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct