Are you a CFP frustrated by the need to become a salesperson, so that you may discuss a client’s investments? We have the solution.
Join the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients between ages 21 and 48.
Our advisors are specialists in working with Gen X & Gen Y (soon Gen Z). You are a leading expert in topics related to these generations. You are comfortable working virtually and using the latest in technology.
We believe that consumers are looking for more than investment advice, and are seeking full financial planning. All of our advisors provide comprehensive financial planning, which can include services such as: Cash flow, debt management, estate planning, insurance planning, tax planning, real estate analysis, career planning, retirement planning, and investment advice and/or management.
While most of our advisors work with local clients, all of our advisors provide services on a virtual basis using cutting edge technology to clients that request it. We understand that clients are busy, and taking a half-day off work to travel to their financial planner’s office isn’t always possible.
By providing services virtually, you can provide the highest level of service in the most efficient, convenient way possible. Your Advisor Profile will be searchable by for your specific expertise not by location only. Clients can find the best financial advisor for their unique financial situation. Being virtual, you will be able to manage many clients at distance.
Our advisors are committed to offering services in a way that makes the most sense clients, thus for you. Our goal is to help clients plan their future, and live the life of their dreams. We all pay for our lives on a monthly basis, so why shouldn’t your clients pay for their financial planner monthly for on-going services?
All of our advisors offer monthly retainer services in order to best serve clients. Additionally, our advisors do not require asset minimums for clients to work with them, so prospective clients never have to worry about not having enough money to hire you as their financial planner.
Advice for a Fee (Fee-only) means our advisors do not accept commissions, referral fees, or kickbacks of any kind. We believe these under-the-table payments introduce conflicts of interest between clients and advisors, when the two parties should be working together to reach the same goal: the client’s financial well being.
The only compensation our advisors receive for services is directly from the client. Our advisors never sell any kind of investment or insurance product for the purpose of receiving a payment.
We believe that consumer deserve a financial advisor that is fully committed to doing what is best for their clients. Our advisors sign the Fiduciary Oath to always work in their clients’ best interest, and a signed copy is available on their Advisor Profile. You wouldn’t go to a doctor or attorney that wasn’t always working in your best interest, so why expect clients to choose a financial advisor that isn’t working for solely for them? Clients will be assured that our advisors are working in your best interest, not just trying to sell them a product that earns a large commission.
The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors. In order to obtain the CFP® designation advisors must:
All of our advisors have at least 3 years of experience working with clients providing financial planning services.