we begin with the end in mind 

CONNECT

Address:

1325 Myrtle Ave
Charlotte, NC 28203

Phone:

(704) 733-9166

Fax/Other:

(704) 919-5090

Why work with a CFP®?

The Rigorous CFP® Certification Process Creates Top Financial Planners



Not every financial advisor is certified.


To become a CFP® professional a financial planner must be:



  • Trained, completing coursework—in investing, taxes, estate planning, retirement planning, and insurance—approved by the CFP® Board at an accredited educational institution and having submitted transcripts from previous financial classes taken for review
  • Tested, having passed a difficult 10-hour CFP® exam, which has a pass rate of only 64% in 2017
  • Transparent, having submitted to a background check and having disclosed any irregularities related to their professional conduct
  • Experienced, with at least 3 years’ financial planning experience
  • Ethical, agreeing to live by the CFP® Board’s strict Code of Ethics and Professional Responsibility that limits conflicts of interest and requires that the financial planner elevate clients’ needs above their own
  • Up-to-Date, completing at least 30 hours of continuing education during each 2-year CFP® renewal period



A financial planner who has achieved the CFP® standard of excellence has prepared themselves to earn your trust.