Why choose to work with a Certified Financial Professional (CFP®) over another advisor? The difference is stark. A Certified Financial ProfessionalTM has a fiduciary duty to act in the best interest of the client- always. The fiduciary standard includes a duty of loyalty, a duty of care, and a duty to follow client instructions. At LifePointe, Michelle always creates a financial plan alongside the client that is tailored to their specific needs, wants, and dreams.
A CFP® practitioner takes a comprehensive approach to financial planning, considering all aspects of your financial life, not just a primary issue which may have brought you in. Financial planning is not a one-time event; it's an ongoing process. By working with a CFP® professional, you can establish a long-term relationship focused on monitoring your progress and making necessary adjustments along the way. Life circumstances and goals may change over time, and a CFP® professional can help you adapt your financial plan to accommodate these changes and stay on track.