Our Affiliations

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RLP: Registered Life Planner

What if we lived our most inspiring lives?  What if each day we challenged ourselves to live into our dreams?  EVOKE is an acronym for the Financial Life Planning process that helps us live life to our fullest.

Exploration

In this meeting, we ask you to dream big!  Don’t hold anything back. Put all your dreams and ideas on the table.  What matters most to you? This may seem simple, but it is rare that we take the time and space to think and verbalize all this.

Vision

Once all the dreams and ideas of what could be the most fulfilled life are on the table, we lead you through prioritizing those dreams and goals and begin to bring them to life!  Together, we paint the picture of your life with everything as you want it to be.

Obstacles

In this meeting, we will look at what could possibly get in the way of you living your life to the fullest.  By identifying the obstacles and then tackling them head-on, we begin to create your financial plan. 

Knowledge

Now is the time we connect your money with your life plan.  With the clarity of your life plan as a lens, we use financial planning and investment management techniques to align your money with your life.

Execution

Now that your financial life plan is in place, it is time to act!  You will be full of energy and inspiration. We will work together to help you bring your vision to life as quickly as possible.

CFP® CERTIFICATION: THE HIGHEST STANDARD

Education

Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.

Examination

CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits, and retirement planning, estate planning, investment management, and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.

Experience

CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.

Ethics

When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in the CFP Board’s Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.

CPWA: Certified Private Wealth Adivsor

Education

Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.

Examination

CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits, and retirement planning, estate planning, investment management, and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.

Experience

CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.

Ethics

When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in the CFP Board’s Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.