From the merchant: Certified Financial Planner reviews tax, investment, asset protection, estate plan, and charity and makes recs.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required, same day appointments accepted. Limit 1 per person, may buy 1 additional as gift(s). Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About A Chat with WorthPointe
What services does your business offer and what makes your business stand out from the competition?
We're fee-only. We work for nobody but you. No hidden fees or commissions. We're CFPs who put you first. We're also very high tech and use modern app-based planning tools as well as virtual meeting tools if you so desire.
What was the inspiration to start or run this business?
To help people be all they can be! We knew people could be doing so much better with their money but who could they trust?
What do you love most about your job?
Watching our clients dreams come true. We literally have decades of experience coaching our clients to financial success.
What is the best reaction you've ever gotten from a customer?
I wish I'd met you a long time ago.