Work with a CFP®
Richard is a CFP® professional. Richard is committed to educating and empowering clients and helping them build wealth by investing for the long-term.
Our financial planning process consists of seven steps:
Step 1:
Understanding your personal and financial circumstances
Step 2:
Identifying and selecting goals
Step 3:
Analyzing your current course of action and examining potential alternative courses of action
Step 4:
Developing financial planning recommendation(s)
Step 5:
Presenting and reviewing financial planning recommendation(s) in understandable terms
Step 6:
Implementing the chosen recommendation(s)
Step 7:
Monitoring, reviewing and updating your progress
For more information on how a CFP can work with you, please schedule time with us below:
