The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.

A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. 

James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY^® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.