CFP or ChFC, What’s the Difference?

Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

The Stories We Tell Ourselves

We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.

CFP or ChFC, What’s the Difference?

Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

The Stories We Tell Ourselves

We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.