What You Can Expect
Our comprehensive approach is demonstrated in our expectations of ourselves as a firm and of you as clients:
From Wealth Management Associates of Colorado, you may always expect
- Confidentiality
- Respect
- A non-judgmental attitude
- Transparency
- Advice based on principles
- Service that exceeds your expectations
- Independent fiduciary responsibility as a CFP
In turn, from clients we expect
- Willingness to share and fully disclose
- Openness to education
- Timely responsiveness
- Availability and willingness to discuss changes
- To be consulted for our opinion
- To be kept informed
Why Choose a Certified Financial Planner™?
CFP® certification is the standard of excellence among financial planners. Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.