The ACP Member Pledge to Clients

Alliance of Comprehensive Planners (ACP) member pledge logo

Alliance of Comprehensive Planners (ACP) is a community of comprehensive, fee-only financial advisors committed to working in a clients’ best interest. As a member of the ACP, we’ve taken the following member pledge to maintain our high standards of service.

The ACP Member Pledge:

  • Holistic in outlook. I consider all of your circumstances, family needs, goals, values, and aspirations for all financial planning recommendations. Our holistic approach seeks to understand individual circumstances in addition to our clients’ specific needs.
  • Professional in conduct.  Protection of your privacy is our priority. I work to maintain the highest ethical standards possible in my work and life and continually enhance my skills and credentials through continuing education. I will refer you to other professionals when you need help in an area outside my expertise.
  • Educational in nature.  I always take the time to make sure you understand my advice. I guide you through your options and explain each of them clearly to make sure you understand the choices so that you feel confident about the decisions you make.
  • Independent in compensation. As a fee-only financial planner, I will not sell you any products, nor take a commission or a referral fee from another professional. In other words, you always receive objective, unbiased advice. Your plan is focused on you, and nothing else.
  • Committed to your success.  Holistic financial planning is a process, not an event. We stick with you for the long term. What’s more, when life happens, and your goals change, we work with you to to make the right adjustments.

Get commission-free, tax focused advice for your important financial decisions. Whether it’s retirement, college planning, or another life transition, we can help you plan for a secure future. In fact, there’s no better time to start than today. Contact us to learn more.