We are a member of the Garrett Planning Network, a national network of like-minded fee-only financial planners who offer hourly, as-needed financial advice to anyone regardless of income or net worth. Our mission is to help make competent, objective advice accessible to all people. With more than 300 advisors in the network, we are able to share our individual experiences, ideas and expertise with one another in order to better serve our clients. 

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Consumers increasingly seek out professional financial planners who have invested the time and dedication to achieve the CFP® certification. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill certain education, examination, experience, and ethics requirements. 

Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. To earn the CFA charter one must have four years of qualifying investment work experience; become a member of CFA Institute (the global association of investment professionals that administers the CFA charter); pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct on an annual basis; apply for membership to a local CFA member society; and complete the CFA Program.

The CFA Program is a globally recognized, graduate level curriculum that provides individuals with a strong foundation of the real‐world investment analysis and portfolio management skills and practical knowledge necessary in today’s investment industry. It also emphasizes the highest ethical and professional standards. The Program is organized into three levels, each culminating in a six‐hour exam. Completing the entire Program is a significant challenge that takes most candidates between two and five years.