- What are the fees and costs?
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What is AdvicePay?
The most effective and secure way to pay for financial planning services today.
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Are there asset or net worth minimum requirements?
No.
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Where do meetings take place?
Web conference via GoToMeeting.
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Who is this for?
Households that won’t be served by traditional practices.
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What is a Balance Sheet / Net Worth Statement?
These reports provide a snapshot of an entity’s/person’s current financial position.
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What is a CERTIFIED FINANICIAL PLANNER® professional?
A financial services professional who has met CFP Board’s standards of excellence.
Cody’s dues help pay for commercials like this one:
CFP Board has not gotten back him on his request for a cardigan… yet.
- What if my question wasn’t answered yet?