STRATEGIC ALIANCES

Garrett Planning Network is an international network of professional fee-only financial advisors dedicated to serving people from all walks of life.


NAPFA is the nation's leading organization dedicated to the advancement of fee-only comprehensive financial planning. Membership is awarded after successful completion of a rigorous peer review of an applicant who has met the highest professional standards. Continued professional education is required.

NAPFA Code of Ethics
http://www.napfa.org/about/CodeofEthics.asp


logo-fpaThe Financial Planning Association is the largest membership organization for personal financial planning experts in the US and includes professionals from all backgrounds and business models. They connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care, which includes Competency, Integrity, Relationships, Stewardship.


The mission of the Certified Financial Planner Board is to benefit the public by upholding standards of excellence for personal financial planning. Use of the CFP marks is awarded after successful completion of a rigorous two-day exam and professional background check. Certificates meet ongoing continuing education requirements and standards.

Certified Financial Planner Board Standards of Professional Conduct
http://www.cfp.net/Downloads/2010Standards.pdf


Life Planning focuses on the human dimension of money and is a process that develops a financial strategy based upon core personal values, dreams, and goals.  To successfully engage and complete this process, an extended commitment of a year is recommended.  Details of this timeline and expectations for the process can be found under the Wise Wealth tab.

Mary has had the good fortune to participate in training's presented personally by George Kinder, often referred to as the father of this movement.

Let's Get Acquainted

Mary would be delighted to have a 30-minute phone call with you to discuss your financial planning questions and concerns.

 
Just click on the following link: Schedule a Let's Get Acquainted Phone Call.

 

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