Andres M. Romero, CFP®
What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables.
As a fee-based financial planner, my goal is to help you make informed decisions about issues that affect your financial well being so you can pursue financial freedom.
I will work with you to help you determine what’s important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.
This article discusses why financial planning is important and who can help you plan for your financial confidence.