<empty> <empty> <empty> <empty> <empty>
columns image Ledwith Financial Wealth Management Contact Us
We simplify your financial life
columns image
columns image		 About Ledwith FinancialServicesResourcesArticles Account Log-in
About Ledwith Financial Services sky image
<empty>
Subscribe
empty
  How we can simplify your financial life
empty empty
  Compare four ways to fund a college education
empty empty
  When are you properly diversified?
empty empty
  Home
empty empty
  Brad’s Picks
empty empty
  Contact us
empty empty
 
  What does it mean to be a CERTIFIED FINANCIAL PLANNER™ practitioner?
empty
Most people think that all financial planners are “certified,” but this isn’t true. Not every financial advisor is a CERTIFIED FINANCIAL PLANNER practitioner. Financial professionals must complete intensive study and testing and must meet the CFP® Board's rigorous standards in order to receive this certification.
empty
The CFP practitioner makes you the primary focus of the planning relationship. The financial planner’s recommendations are driven by your individual needs and financial situation. This broad-based approach distinguishes CFP practitioners from other professional advisers who typically focus on only one area of a person's financial life. 		  group photo of team  
  You Are the Focus
empty
At Ledwith Financial, we follow the Financial Planning Practice Standards set out by the CFP Board.
empty
The keystone of these standards is a six-step financial planning process. The result of following this process is a plan that is specifically tailored to help you meet your unique financial goals.
 
  empty
The Six-Step Financial Planning Process
empty
empty
 empty
empty
1.		 empty
Establish and define the relationship between client and planner
empty
2. Gather client data, including client’s goals
empty
3. Analyze and evaluate the client’s financial status
empty
4. Develop and present recommendations and/or alternatives
empty
5. Implement the recommendations
empty
6. Monitor the results of implementing the recommendations
 
empty emptyback to top        
<empty> <empty> <empty> <empty> <empty> <empty>
   
empty empty empty
• Brad Ledwith  
empty empty empty
• Our Team  
     
• Video clip: Brad talks about working with his clients  
empty
Brad's book cover: If You Are Suddenly Single
Learn more about
Brad's book
empty
If You Are
Suddenly Single
empty
thin blue rule
<empty>
CONNECT
<empty>
Facebook icon and link
<empty>
Twitter icon and link
<empty>
Linked In buttom
<empty>
 
<empty>
<empty>
home<empty>|<empty>about<empty>|<empty>services<empty>|<empty>resources<empty>|<empty>articles<empty>|<empty>site map <empty>|<empty>contact us
<empty>
<empty>
Securitied offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC
<empty>
<empty>
© Ledwith Financial Services 2008-2012
 


408-778-3000

Morgan Hill, CA

 
           
<empty> <empty> <empty> <empty> <empty>
book cover image: link to Brad's book: If You Are Suddenly Single