Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.
PLAN YOUR FINANCES WITH SANTA MONICA'S CFP
CFP(r) professionals provide a wide range of services, including financial planning, investment management, estate planning, and tax planning. At Empress Investment Group, we believe that each of our clients deserves a customized approach in order to achieve and reach their financial goals. We are dedicated to building a strong relationship with you so you know everything that’s going on with your financial portfolio.
When it comes to your money, you want to make sure that your financial advisor is a true fiduciary. Financial advisors, both registered investment advisors and certified financial planners, are required by law to act in your best interests. As a result, they must abide by two standards of care to protect your money. As a fiduciary, a financial planner is legally bound to act in your best interest, while still making the best investment decision possible for their clients.
CONSULT SANTA MONICA'S CERTIFIED FINANCIAL PLANNER
You're not hiring a financial advisor to make you a monk, but you're looking for a guide to retirement planning. After all, a CFP is not a judge, but rather a teammate. A good one will help you plan for the future while avoiding pitfalls, and they will never push you to do things that won't work or demand radical lifestyle changes.
A financial advisor helps clients develop habits and reach their goals. They often work with clients who are unsatisfied with their financial status or lack the confidence to handle their finances. Financial advisors help clients create personal finance plans and empower them with information to make the right decisions. They act as a resource and provide accountability as clients implement their lessons. In the end, your money is your most important asset and they will work on your behalf to protect it. Book your free consultation with our certified financial planner to see if we're the right fit for you.