Portfolio management is managing investments to maximize return and minimize risk. Financial planning involves informed planning to reach a variety of financial goals.

A certified financial planner, or CFP, specializes in providing comprehensive financial ... making coordination between the plan and the investments an easy process. A CFP must adhere to a ...

CFP practitioners have taken the extra step to demonstrate their professionalism by completing the rigorous CFP certification process ... focus of a comprehensive financial planning relationship ...

How To Become a CFP Earning the CFP designation is a challenging but rewarding process that signifies a high level of competence in financial planning. The path to becoming a CFP involves meeting ...

Financial planning is a process that includes retirement, tax, investment, insurance, and estate planning, along with financial management of how much you earn, spend, and borrow. A comprehensive ...

To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.

Embracing your financial fears and transforming them into a comprehensive financial plan is a journey that requires courage, honesty and the right guidance. By working closely with a financial ...