Choose a CERTIFIED FINANCIAL PLANNER™ professional to help you take the guesswork out of managing your finances and help you understand the implications of each financial decision you make. Many financial professionals call themselves “financial planners”, but CFP® practitioners complete extensive training and experience requirements and are held to the Fiduciary standard of care, which means acting in the client’s best interests with a duty of loyalty, a duty of care and a duty to follow a client’s instructions.
A CFP® professional can help bring all the pieces of your financial life together. We live in a complicated and often messy world. Money intertwines with our family, our jobs, our faith, our charitable endeavors, our education, our health, our legacy and everything in between and many people don’t know the right questions to ask or how to accomplish their goals and may not take the time to prioritize financial decisions. That is where we can help. We can ask tough questions, strategize around problems, research issues, talk through struggles, take on challenges and formulate a comprehensive financial plan to accomplish your goals.
You should expect a CERTIFIED FINANCIAL PLANNER™ professional to have integrity and to be forthright and objective. To be competent and know their limits. To treat you fairly and value your privacy. To be professional and provide advice that is within our scope of knowledge and experience and to be diligent so that your needs are addressed.
Financial Planning in the Northwest
In Bellingham and Whatcom County, there is a thriving population of retirees, WWU students and a large contingent of employees at Phillips 66 and BP Cherry Point refineries as well as at the Alcoa smelter near Ferndale. Peace Health and the school district are large employers in Whatcom County. This wide array of people presents interesting challenges to our CFP® practitioners at Skyline Advisors because of the variety of planning subjects that come up in our client conversations. We frequently talk about budgeting and student loans, but also talk about pensions and Social Security with our clients. We discuss retirement plan options with workers who want to plan for retirement, but also discuss saving money for the kids’ college expenses. The wide variety of financial and life challenges that you face can be overwhelming and our team helps you systematically address each area so you can reach your goals.
In our office, Mark Wallace and Mark Logan are CFP® practitioners and Deka Wiebusch is currently in the last stages of her CFP® education requirements. To find out more about our financial planning services, see our Financial Planning page. To find more about CFP® requirements, see our Certified Financial Planner Designation page. To find out more about the benefits of a CFP®, see our Benefits of a Certified Financial Planner blog post.
Please contact us if you would like to meet and find out more. We offer a free introductory meeting.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.