Why Use a Certified Financial Planner (CFP?)

Financial matters are often one of the main issues in a person's life.  If left unmanaged, financial issues can become a major source of worry and concern that can take over a person's daily life.  Working with a dedicated financial advisor to develop a strategy will get you on the path that leads to stability and financial peace-of-mind.

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones.  Most people think that all financial planners are "certified" but that is not always true.  Anyone can call himself or herself a "Financial Planner", but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP certification marks behind their name.

CFP and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board) and will help you identify financial planners that are committed to competent and ethical behavior when assisting clients with their financial planning.  Individuals who have been certified by the CFP Board have taken the extra step to demonstrate their professionalism by submitting to the rigorous CFP certification process.  The CFP Board standards, called "the four E's", include education, examination, experience, and ethical requirements, and are the very reasons that you should make sure that the financial planner you choose displays the CFP certification mark.

It is important to note that Sterk Financial Services, Inc. has only Certified Financial Planners on staff.  We feel strongly that the adherence to the ethical standards set forth in the Code of Ethics and the continuing education and certification process demanded by the CFP Board should be of the utmost importance to our clients.  We want those that choose to work with us to have complete confidence in Sterk Financial Services, Inc. for their financial planning.