In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals.
Once you decide to get a financial plan, you must select an advisor. The key questions to ask a prospective advisor are what qualifications they have and how they get compensated from your business. At Stalwart Financial Planning, we believe that one would want a Certified Financial Planner™ professional who has passed a rigorous exam, has several years of actual work experience, is required to obtain continuing financial education, and adhere to a code of ethics.
Additionally, Fee-Only Financial Advisors have taken an oath to uphold a fiduciary standard. The fiduciary standard of care is the standard provided by a physician or lawyer. We pride ourselves on delivering service and advice with only your best interest in mind. Stalwart Financial Planning thinks these two attributes, along with our Hourly-As needed model allows us to deliver robust advice to our clients at an affordable price.
Stalwart Financial Planning is a Registered Investment Adviser offering advisory services in the state of NC and other jurisdictions where exempted.
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