What does a financial advisor do?

A financial advisor helps you make informed money decisions. This includes saving, investing, retirement planning, tax strategies, and managing risk so your financial plan supports your goals.

What is the difference between financial planning and portfolio management?

Financial planning is the process of looking at one’s entire financial health from cash flow and budget analysis to estate, education, retirement, and tax planning. Portfolio management is the creation and monitoring of investment accounts based on your risk tolerance and goals and can be an important piece of your overall financial plan. 

What is a fiduciary?

Fiduciary means we are legally required to act in your best interest. Yes, we are fiduciaries. 

Why Work with a CFP® Professional?

Anyone can call themselves a financial planner, but to be a CERTIFIED FINANCIAL PLANNER™, an advisor must meet several criteria including:

• Complete comprehensive financial planning education
• An undergraduate degree
• 3+ years of client-related financial planning experience
• Pass rigorous exam (historical pass rate of 55-60%)
• Complete continuing education requirements of 30 hours every two years
• Adhere to strict ethical standard outlined in CFP® Board’s Standards of Professional Conduct

When you work with a CFP® professional, you can rest assured that you are receiving high-quality, expert advice in your best interest. You’ll know that you are working with a well-educated advisor dedicated to the profession and the highest ethical standards. Visit the CFP® Board Website to learn more about what makes CFP® professionals different.

What happens in an introductory meeting with RPA?

Its's simple, no-pressure conversation. We talk about your goals and financial picture and determine if our planning process is a good fit for you. There is no fee for our introductory meeting. 

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