Every financial planning experience begins by listening to our clients. We want to know who they are and where they want to go with their financial future. In the early stages, we’ll gather information and work with them to help identify and prioritize their financial goals.
1. Identify Personal Goals
2. Prioritize Your Financial Goals
3. Gather Information
Working together through in-depth research and analysis, we can develop sophisticated and personalized strategies to help you pursue your goals. We accomplish this through comprehensive analysis of your financial information, ultimately proposing solutions designed to suit to your unique situation. Leveraging our experience and knowledge, we can save you time and simplify the process.
4. Analyze Financial Information
5. Propose Appropriate Solutions
Because we believe the responsibility to reach your goals is both of ours, we strive to be lifelong partners as you pursue your financial aspirations. Along the way, we’ll regularly review and monitor progress and take necessary actions. Implementing strategies and initiating progress reviews can mean the difference between dreaming the dream and living the dream.
7. Review & Monitor Progress
The CERTIFIED FINANCIAL PLANNER™ Board of Standards mandates a strict and demanding set of requirements in order to achieve this recognition. The practitioner must pass a rigorous exam focused on topics that include: general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and professional conduct and regulation. The CFP® designation is widely known as the standard of excellence in the financial planning industry and requires CFP® professionals to complete continued education throughout their career in order to evolve with the changing demands that the industry presents.
Craig Johlfs, CFP®, CDFA®, MBA, AAMS®, AWMA®, CMFC®
President, LPL Financial Planner
Vice President, LPL Financial Advisor
Trevor Holen, CFP®
LPL Financial Advisor