Fortitude Financial Planning, LLC
FORTITUDE FINANCIAL PLANNING CORE VALUES:
Honesty
Being honest and open with our advice to our clients. Proving to them that they can believe in the advice they are receiving because they are receiving it from someone that genuinely cares about them and how well they succeed in life.
Education
Educating our clients and ourselves by staying current on industry information, planning strategies, and technology to assist with our clients’ needs and to provide high-quality advice to them.
Encouragement
Encouraging our clients that what they have done up to this point is not bad or wrong; however, there may be a better way moving forward, and we will help guide them.
Dedication
Dedicated to our clients and helping them to achieve any short-term or long-term goals they have or any problem they need solved.
Simplify
Helping to simplify our clients’ financial lives by building the courage to take control of their finances and providing them with the solutions to do so.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.