Why Choose a CERTIFIED FINANCIAL PLANNER™

The CERTIFIED FINANCIAL PLANNER™ is the gold standard for personal financial planning. In order to be eligible to receive the designation you first have to hold a bachelor’s degree or higher and complete 12-18 months of additional financial planning coursework. An applicant is also required to have at least 6000 hours of professional experience and adhere to strict ethical and professional standards and act as a fiduciary, always putting their client’s interest first. The applicant must also pass a 6 hour, 170 question test with scenario-based questions, as well as case studies. Even after all of the experience and training, about 1/3 of applicants do not pass the exam on the first try.

All of the financial planners at Wisdom Wealth Care are CFP®. We have both the experience and knowledge to give our clients wise advice in a wide variety of unique situations. Our primary goal is to ensure our clients have peace of mind about their financial lives. When we are helping a client, we make sure to incorporate all of the different facets of their financial life, investment planning, retirement planning, tax planning, estate planning, insurance/risk management, education planning and special situations. We believe wealth is the absence of financial worry and we will constantly strive to help our clients reach and maintain peace of mind. We believe straightforward and candid conversations are the best way to find out what is truly important to our clients. We believe in looking at all aspects of your financial, tax, and estate plan so they can work together cohesively. We believe in giving honest, specific, and actionable advice to all of our clients.

Education, experience, ethics and examination. Education: In order to be eligible to receive the designation you first have to hold a bachelor’s degree or higher and complete 12-18 months of additional financial planning coursework. Experience: An applicant is also required to have at least 6000 hours of professional experience, or 4000 with an apprenticeship experience that meets additional requirements. Ethics: A CFP® must adhere to strict ethical and professional standards and act as a fiduciary, always putting their client’s interest first. Examination: In addition to all this, the applicant must also pass a 6 hour, 170 question exam with scenario-based questions, as well as case studies. Even after all of the experience and training, about 1/3 of applicants do not pass the exam on the first try.

If you are interested in learning more about what makes us different, give us a call or send us an email. If we think our expertise matches your needs, we would be happy to sit down for a free financial consultation and to get to know one another. We offer in person, phone and Zoom meetings. Give us a call at 336-218-9344 or email at info@wisdomwealthcare.com.