Why You Should Choose A Certified Financial Planner Practitioner
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. We can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. We can play a central role in helping you meet your life goals and achieve financial well-being. We know how important it is to select a financial planner who is competent and trustworthy, one whom you can rely on for professional advice and services. After all, your future depends on the choices you make.
What To Expect When Working with Hallett Advisors
When you work with us, you are the focus of the financial planning relationship and your needs drive our financial recommendations. CFP® practitioners follow certain standards – called Financial Planning Practice Standards – when providing financial planning. These standards are based on a well-grounded holistic financial planning process. This approach to financial advice distinguishes financial planning practitioners from other professional advisors who typically focus on only one area of a person’s financial life.
Your Rights As A Financial Planning Client
Working with us as your financial planner can be an extremely rewarding and valuable experience for you and your family. It’s important to us that you understand your rights in this professional relationship.
1. You have the right to a planner who has integrity
Trust is central to a successful financial planning relationship. You rely on our honesty, professionalism and abilities. We take our professional obligations seriously. We place principles over personal gain so you can develop the type of partnership that is crucial to the success of any professional relationship.
2. You have the right to objective advice
Your needs are at the heart of all our recommendations. We use our experience and judgment to carefully consider your situation, and provide you with advice that best meets your goals.
3. You have the right to a planner who is competent
You have the right to expect us to demonstrate an appropriate level of knowledge to offer financial planning advice, such as attainment of the CERTIFIED FINANCIAL PLANNER™ certification. We complete many hours of each year in addition to the hours required of continuing education as part of our ongoing commitment to competency.
4. You have the right to be treated fairly
We clearly state what services will be provided and at what price. We explain the risks associated with our financial recommendations.
5. You have the right to privacy
To get the best results from your financial planning relationship, you will share relevant personal and financial information with us on a regular basis. We keep this information in confidence, only sharing it with others to conduct business on your behalf with your consent.
6. You have the right to a planner who is professional
We provide investment advice and planning guidance on where qualified and licensed to do so, as required by state or federal law. If your situation requires expertise that we do not possess, we will suggest other professionals who may assist you.
1. You have the right to a planner who has integrity
Trust is central to a successful financial planning relationship. You rely on our honesty, professionalism and abilities. We take our professional obligations seriously. We place principles over personal gain so you can develop the type of partnership that is crucial to the success of any professional relationship.
2. You have the right to objective advice
Your needs are at the heart of all our recommendations. We use our experience and judgment to carefully consider your situation, and provide you with advice that best meets your goals.
3. You have the right to a planner who is competent
You have the right to expect us to demonstrate an appropriate level of knowledge to offer financial planning advice, such as attainment of the CERTIFIED FINANCIAL PLANNER™ certification. We complete many hours of each year in addition to the hours required of continuing education as part of our ongoing commitment to competency.
4. You have the right to be treated fairly
We clearly state what services will be provided and at what price. We explain the risks associated with our financial recommendations.
5. You have the right to privacy
To get the best results from your financial planning relationship, you will share relevant personal and financial information with us on a regular basis. We keep this information in confidence, only sharing it with others to conduct business on your behalf with your consent.
6. You have the right to a planner who is professional
We provide investment advice and planning guidance on where qualified and licensed to do so, as required by state or federal law. If your situation requires expertise that we do not possess, we will suggest other professionals who may assist you.
ADV
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Disclosure
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Guiding Values
Read more about how we incorporate our fiduciary duty, respect, common good, professional education, and privacy & confidentiality into all of our client interactions.
Prospective Client Info
Financial Roadmaps
Baby on the way? Recently married? Planning your retirement? These financial roadmaps are a wealth of informative, concise information for you to apply today!