No. 106 of 106 Things We Do For Clients
Network with leaders in our field through professional associations.
We participate in several national organizations. The National Association of Personal Financial Planners (NAPFA) vets its members to be sure they are doing comprehensive financial planning, not just investment advising. The Financial Planning Association is the largest association of financial planners. The Financial Therapy Association is a newer organization that supports doing the deeper work of blending psychology with financial planning. This approach, which we practice, provides for more lasting and permanent results when people are really stuck around problematic money decisions.
