Certified financial planner

In this article we’ll go over a common question many people have: “What does a ... Read More

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What You Can Expect from a Financial Planner [Plus How Much They Cost]

Are you a planner?

CFP Certified Financial Planner

At Castle Rock Financial Planning, we build lasting relationships based on trust and a complete understanding of your goals for the future.

The CFP and CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with…

A financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings and investment strategy for achieving financial freedom. A financial plan may be created independently or with the help of a certified financial planner. It can be for an individual or family, for a business, or for a nonprofit entity. A good financial plan generally includes the following elements.

The first thing you can actually do is to get as much information as possible more particularly in their experiences or before they have taken the certified financial planner exam.