ABOUT STALWART
Sound Financial Planning Solutions
In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals.
Certified Financial Advisors
Once you decide to get a financial plan, you must select an advisor. The key questions to ask a prospective advisor are what qualifications they have and how they get compensated from your business. At Stalwart Financial Planning, we believe that one would want a Certified Financial Planner™ professional who has passed a rigorous exam, has several years of actual work experience, is required to obtain continuing financial education, and adhere to a code of ethics.
Affordable Financial Assistance with a Fee-Only Model
Additionally, Fee-Only Financial Advisors have taken an oath to uphold a fiduciary standard. The fiduciary standard of care is the standard provided by a physician or lawyer. We pride ourselves on delivering service and advice with only your best interest in mind. Stalwart Financial Planning thinks these two attributes, along with our Hourly-As needed model allows us to deliver robust advice to our clients at an affordable price.
At Stalwart Financial Planning, you don’t have to have the fortune to begin saving one.
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Stalwart Financial Planning is a Registered Investment Adviser offering advisory services in the state of NC and other jurisdictions where exempted.
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