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Free Financial Planning Resource Kit.

The Financial Planning Resource Kit includes an educational brochure that discusses the benefits of hiring a CFP® professional and outlines the financial planning process.


Resource Kit Information.

CFP®, Certified Financial Planner™ and  are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.  These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.

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