Certified Financial Planner

Definition A title conveyed by the International Board of Standards and Practices for Certified Financial Planners. A Certified Financial Planner must pass a series of exams and enroll in ongoing education classes. Knowledge of estate planning, tax preparation, insurance, and investing is required.

The Mortgage Planning Process consists of the following five steps:
1. Establish and define the client-planner relationship.
2. Analyze and evaluate your specific financial status.
3. Develop and present mortgage planning recommendations and/or alternatives.
4. Implementing the mortgage planning recommendations.
5. Monitoring the mortgage planning recommendations through a quarterly or annual mortgage and equity management progress meeting.

Union West specializes in equity positioning and strategic wealth management.