If you are looking for objective, reasonably-priced, commission-free advice about your financial world, look no further. We invite you to explore our site and learn a bit about us and the ways in which we might be able to help you. When you're ready, contact us to schedule your free Get Acquainted Phone Call. Enjoy your visit!
Services
Cynthia J. Petzold founded CommonWealth Financial Planning, LLC, located in Roanoke, Virginia, to serve people seeking help with their personal financial planning. She saw a need for the kind of affordable, objective, well-explained financial advice that is frequently sought but often difficult to find.
Whether you are looking for a comprehensive financial plan or advice about one specific area of your financial life, whether you have a lot of money or only a little, whether you've been in charge of your financial affairs for years or are just starting out, we can help. As always, our advice is objective and based on your unique situation.
Once we determine from our initial telephone call or email exchange that our services appear to fit your needs, you complete either the online or paper version of our Confidential Questionnaire. This is an opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and, where possible, to provide you with an estimate of the cost of our services.
We provide our advisory services on an hourly, fee-only basis. We do not accept sales commissions or any other compensation: you pay only for the time we work with or for you. Anyone, any age looking for financial peace of mind can benefit from working with a good financial advisor either periodically or on a regular basis.
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