Fee-based Planning

As a Certified Financial Planner™ Practitioner Christopher DiStefano, CFP®, is dedicated to taking you through a comprehensive planning process that reviews and addresses every aspect of your financial life.

The outcome of this thorough review of your finances is a detailed document that shows where you are today, where you will be in the future should you continue your existing path, and what potential alternate scenarios may look like based on certain changes to your situation.

Christopher’s process aligns with the six-step process outlined and taught by the Certified Financial Planner Board of Standards, Inc.:

Step 1. Establishing and defining the client-planner relationship.

Step 2. Gathering client data, including goals.

Step 3. Analyzing and evaluating your financial status.

Step 4. Developing and presenting financial planning recommendations and/or alternatives.

Step 5. Implementing the financial planning recommendations.

Step 6. Monitoring the financial planning recommendations.

You are not obligated to implement our recommendations. Many of our clients simply seek a second opinion and appreciate an objective review of their situation.

Periodic reviews or updates require a new agreement and may be subject to additional fees.  The producer's relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.

Contact us today to find out more about our fee-based financial planning services.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck