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While anyone can call themselves a financial planner, becoming a CERTIFIED FINANCIAL PLANNER™ requires extensive training. This includes completing comprehensive courses, passing the CFP® Certification Exam, and acquiring three years of experience in the field before the official title can be awarded. CERTIFIED FINANCIAL PLANNER™ professionals providing financial planning services must also abide by the fiduciary standard, as defined by CFP Board.

When you work with a CFP®, you can be confident that your financial advisor is knowledgeable and experienced. Joshua Strange, CFP®, is a committed advisor who is dedicated to providing the highest standard of financial planning.

Our “N.G.P.S” Process

We work to simply the financial planning process by focusing on four key areas:

  • Where are you NOW? We’ll examine your current financial state to establish a benchmark for your plan.
  • What are your GOALS? We’ll discuss your short- and long-term goals and compare them to your current situation.
  • What are your PROBLEMS? We’ll identify any obstacles that may prevent you from reaching your goals so we can devise an appropriate plan of attack.
  • What’s your STRATEGY? We’ll help you build out a personalized, comprehensive financial strategy to move you forward on the path from where you are now to where you’d like to be.

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