As our Mission Statement says, we provide, in the most cost effective manner, the education and plan for clients to use their resources to meet their financial goals. We are different in that we focus on the human side of money, not just asset management. We can help you define and meet your goals and find your life mission through personal experience. Our clients say that we allow them to sleep well at night knowing that their investments are positioned to meet their long-term goals. CFP and Certified Financial Planner are designations used to identify an elite group of people who have met the rigorous education, examination, experience and ethical requirements established by CFP Board of Standards. They identify financial planners who are distinguished by their expertise, credibility and professionalism. Anyone can refer to himself/herself as a financial planner, but only those who have fulfilled the CFP Board of Standards certification requirements may use the marks CFP and Certified Financial Planner. Our fees depend on the level of service you prefer and how often you need financial planning assistance and want updated investment reports. New clients are accepted which have investment assets of $500,000 or more (not including their personal residence).