Who We Are

September 24, 2015

INDEPENDENT

Method Financial Planning is a Registered Investment Advisor (RIA). We work only for our clients and have a fiduciary duty to act in their best interest. We exemplify this client centric approach though every facet of our business.

 

TRUSTED ADVISORS

As a fee-only financial planning firm, Method, is committed to providing objective advice and guidance on your entire financial picture. We do not receive compensation outside of the client/advisor relationship, and provide advice with no other incentive but to help you to identify and achieve your own personal financial goals. We offer unparalleled peace of mind by designing and implementing individualized financial plans regardless of where your investment and financial accounts reside.

 

INDUSTRY LEADING PROFESSIONALS

CERTIFIED FINANCIAL PLANNER™ professionals must complete extensive training and experience requirements and be held continuously to rigorous ethical standards. They must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Only 20 percent of all financial advisors hold a CFP® designation. (Source: www.cfp.net)