Since 1994, Lauren Prince has practiced as a certified financial planner practitioner, or CFP. A CFP professional is trained in the areas of insurance, estate planning, taxes, retirement planning, budgeting and debt management, and investments. Four specific steps are needed to receive and maintain the credentials of CFP.
Lauren is committed to maintaining the highest ethics in serving the public. Lauren Prince helps people make sense of their financial lives. She understands that every client has unique needs. Her role is to help you make smart, well-informed decisions about your financial situation. Smart and rational investment management is a key component in giving you the freedom to live the life you want.
Lauren is committed to maintaining the highest ethics in serving the public. Lauren Prince helps people make sense of their financial lives. She understands that every client has unique needs. Her role is to help you make smart, well-informed decisions about your financial situation. Smart and rational investment management is a key component in giving you the freedom to live the life you want.
Services
For some investors, without the time, talent, or temperament to confidently handle their financial matters, working with a financial adviser may be having financial peace of mind. Most people in search of an adviser are looking for someone they can trust. Furthermore, keeping that trust means treating clients as people not as portfolios.
There are no restrictions or list of products selected by an employer such as a brokerage firm, bank company, or insurance company. Our investment management services are entirely fee-based. Preparing a personalized financial plan is a separate one-time flat fee. The fee is based on the scope and complexity of the financial engagement.
Since 1994, Lauren Prince has practiced as a certified financial planner practitioner, or CFP. A CFP professional is trained in the areas of insurance, estate planning, taxes, retirement planning, budgeting and debt management, and investments. Four specific steps are needed to receive and maintain the credentials of CFP.
Financial planners are actually fiduciaries. What is a fiduciary? It is a term from the Latin (fides means "faith" and fiducia means "trust") which involves a legal or ethical relationship of trust between two or more parties. What does that mean for the client? It means the emphasis is on the client and not the advisor.
Prince Financial Advisory, LLC offers personalized financial planning for individuals or couples. The financial analysis is customized and not a boilerplate or prepared in the back office. Financial planning can have various meanings for different people. In it's true sense, financial planning is a process that helps you understand where you are and where you are going with your finances.
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