This might be the most important thing to know about how we operate as a financial advisory firm. You are the why behind our work, which involves:
- A unique and clearly defined process—the Intentional Planning System—through which we empower our work with clients.
- Teamwork stacked with exceptional individuals who have acquired advanced education and credentials in our field, many of whom have been practicing their craft for decades.
- Operating as a collective, not individuals, and our processes are inherently flexible, resulting in a client experience that is customized for every individual and family we serve.
- We are more concerned about you than “about us!”
TFA is excited to introduce you to our amazing team of CERTIFIED FINANCIAL PLANNER™ practitioners, every member of whom ends up playing an important role in your experience as a client. An integral part of your financial success is about crafting an intentional retirement and investment plan, together.