Values

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Documents/NAPFA/Values

Value [1] Competency

Requiring the highest standards of financial planning.

Value [2] Comprehensive

Practicing a holistic approach to financial planning.

Value [3] Compensation

Using a Fee-Only model that facilitates objective advice.

Value [4] Client-Centered

Committing to a fiduciary relationship that ensures the client’s interest is always paramount.

Value [5] Complete Disclosure

Providing an explanation of fees and potential conflicts of interest.