Is a CFP® Professional Important to Your Financial Security?

At the core of who we are at Great Diamond Partners, there is an unwavering commitment to provide objective financial planning and dedicated service to all of our clients. As financial professionals, we feel confident in our ability to adhere to a set of rigorous guidelines due to the cross section of disciplines and skill sets we bring together as a team.

Two of our founding partners, Helen Andreoli and myself, have been practicing CFP® professionals for a combined 3 decades of practice. Our associate teammates Wyatt Andreoli and Andrew Scott are both navigating through the CFP educational curriculum and hope to be certified in the near future.

Why is having a CFP® professional important to your financial security?

At an October 2022 national CFP Conference in Washington DC, it was affirmed for me that for more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

Furthermore, as CFP® professionals at Great Diamond Partners, we embrace a holistic, personalized approach to bring all the pieces of your financial life together – most likely for the first time. Risks are identified, goals are clarified, and plans evolve as changes occur in our complex world. The vehicle for this unification of personal goals and financial resources is our Money Guide Pro planning report and this is available to all Great Diamond Partner clients. By utilizing behavioral finance concepts, we strive to improve financial stability and open the door to financial happiness in the latter part of a client’s life post-career.

Last, but certainly not least, collaboration happens between other professionals working for the betterment of your family. CPAs are consulted on charitable giving and tax mitigation. Attorneys weigh in on wealth transfer and legacy goals and the entire financial plan then becomes implemented in harmony with what is truly important to your family.

Great Diamond Partners is proud of our commitment to maintain our CFP® designations and we will strive for continuous improvement in how we advise & counsel you, our clients, as it relates to the financial planning discipline.

DISCLOSURES

Great Diamond Partners, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). Great Diamond Partners only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability

This article is a publication of Great Diamond Partners, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information contained herein does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. A professional adviser should be consulted before implementing any of the strategies or options presented.

The firm is not engaged in the practice of law or accounting. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Great Diamond Partners, LLC. Great Diamond Partners, LLC reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. The views expressed represent the opinions of Great Diamond Partners, LLC which are subject to change and are not intended as investment advice or a forecast or guarantee of future results.