CFP

Fee Only

Ethics Code

Oath

NAPFA

FPA

Paladin Registry

As CFPs we maintain the Code of Ethical Principles that expresses recognition of our responsibilities to the public, colleagues and employers. These Principles are:

1. Integrity
2. Objectivity
3. Competence
4. Fairness
5. Confidentiality
6. Professionalism
7. Diligence

These Principles provide guidance in the performance of our professional services.