Why Is It Important to Work with a CFP®?

We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise.

It's About More than Just Money

People ask us why it’s important to work with a CFP. Would you have a major medical procedure by somebody who’s not a doctor and who hasn’t practiced for 12 years? By having the certified financial planner designation, we are equipped in multiple planning areas that will impact a client’s life. As a client, you are ultimately going to have a better experience and have a better financial plan. Most people that call themselves financial planners do one thing — look at money. As a CFP, we take that as a component, but there are more components. While we manage money and investments, we also do estate planning, retirement planning, income tax planning, education planning, risk mitigation. 

By having an individual that’s a certified financial planner working on your behalf, you have confidence and you know they understand much more than just financial planning. We understand how all the pieces of financial planning work hand-in-hand to ultimately hopefully make it a better situation and better experience for the client.

CFPs also act as a fiduciary. What’s a fiduciary? We have to act in your best interest. Shouldn’t every financial planner do that? Yes, they should, but unfortunately in our industry, they aren’t always forced to. If we don’t act in a client’s best interest, we can be stripped of our license and designation. We would never do anything for a client that we wouldn’t for our own family. 

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More Frequently Asked Questions

We have great resources for all members of the plan, not just those that hired us. Watch to learn more.

Measuring success isn’t always about the final balance sheet. Watch to learn more.

Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.

Our holistic approach covers more than simple retirement planning. Watch to learn more.

It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.

No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.

Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.

The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.

What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.

Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.

It’s all about the money, until it’s not. Watch to learn more.

We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.

Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.

When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.

There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.

Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.

It’s perfectly normal to focus on growing your business. Just don’t forget about growing the rest of your life, too. Watch to learn more.

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