You've done the work.
Creating your own financial retirement plan can be complex, so you may find it helpful to have a second set of eyes.
At Donaldson, we offer a Financial Plan Consultation, where your plan is reviewed by a CERTIFIED FINANCIAL PLANNER® professional.
Serving your best interests
Our role goes beyond honesty and integrity. We adhere to a Code of Ethics and Standards of Conduct that are integral to ensuring our value to you. We will always advocate in your best interests.
What to Expect
When you submit your information, you will receive an email with links inviting you to get started.
First, you will schedule your consultation. After you schedule, please upload your financial plan and supporting documents. This can be a report from a software you use, an Excel file, or statements. Whatever you have, please upload it for our review before our meeting.
The final step is to provide payment before the consultation.
We offer a Financial Plan Consultation for $300.
After payment, one of our CERTIFIED FINANCIAL PLANNER® professionals will review your financial plan before your consultation. After we meet with you to discuss our findings, you will receive a financial plan report and a summary of our discussion.
Our CERTIFIED FINANCIAL PLANNER® professionals look forward to providing independent and objective advice with strategies that seek to fulfill your goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
