Tupo financial llc

dr. VERNa oMANWA,CFP®

Standard of Excellence

CFP® professionals are held to a high standard of professionalism and ethics and are required to adhere to strict education, experience, and examination requirements. CFP® professionals commit to CFP Board that they will comply with CFP Board's Code of Ethics and Standards of Conduct. This helps give clients confidence they're partnering with a financial advisor who will put them on the path to a secure future.

Fiduciary

As a Certified Financial Planner, I am committed to providing financial planning services with the highest degree of integrity, professionalism, and objectivity. As a fiduciary, I am ethically bound to act in your best interests, putting your needs ahead of my own. I will always strive to provide you with clear and unbiased advice, and will disclose any potential conflicts of interest. You can trust that I will always act in good faith, with prudence, skill, and diligence, to help you achieve your financial goals.

Fee-Only

As a fee-only certified financial planner, I am compensated solely by my clients and do not receive any commissions or compensation from any financial products or services I recommend. This allows me to provide unbiased advice and prioritize my clients' best interests above all else. My goal is to help my clients achieve their financial goals and build long-term relationships based on trust and mutual success.

Meeting and Establishing the Relationship

This initial meeting is to get to know you and your personal and financial circumstance. We will discuss your identify and mutually select your financial goals and objectives.

Gather, Analyze and Evaluate Relevant Information

Once a relationship has been established, we will gather information about your current financial situation.

Analyze your Current Course of Action and Potential Alternative Course(s) of Action

Based on information gathered and desired goals, we will look at your current course of action to determine areas of strengths and weaknesses. We will then mutually agree on potential alternative courses of action

Develop, Present, Implement and Monitor Financial plan Recommendations

Based on your financial goals, we will develop and present a comprehensive financial plan that outlines specific recommendations to help you achieve your objectives. If you agree with the plan, we will help you implement it. We will monitor and review your financial plan on an ongoing basis to ensure it remains relevant and effective.

Tupo financial llc