As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, The Integrated Financial Advantage™, is here to help you make informed decisions that will benefit your future.
Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy ensures your needs are our top priority.
Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.
Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.
What Does the CFP® (CERTIFIED FINANCIAL PLANNER™) Designation Mean For You?
Many people believe that financial planners are “certified”; when in reality anyone can call himself/herself a financial planner. Only those individuals who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification marks. And just what does that mean? Choosing a financial planner is an important decision to make for yourself and your loved ones. A financial planner can play a central role in helping you meet your life goals and achieving financial well-being, therefore competency and trustworthiness are key. All CFP® professionals at SKWealth(Jason Archambault, Michael DeCataldo, and Cheryl Dugas-Ethier) have met strict requirements mandated by the CFP® Board (outlined below):
Education: CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP® Board.
Examination: CFP® professionals must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.
Experience: CFP® professionals must have at least three years of experience providing financial planning services to clients before they can earn the right to use the CFP® certification marks.
Ethics: As a final step to certification, CFP® professionals agree to abide by a strict code of professional conduct known as CFP® Board’s Standards of Professional Conduct, which includes the Code of Ethics and Professional Responsibility Rules of Conduct and Financial Planning Practice Standards.
CFP® professionals must renew their certification every two years, and are required to stay current with developments in the financial planning profession and fulfill ethical obligations. As part of the renewal process, they are required to complete a minimum 30 hours of continuing education every two years, including a course on CFP® Board’s ethical standards.
CFP® Board’s Web site provides information about each CFP® certificant who has provided a business address to CFP® Board. That information includes any public disciplinary actions that CFP® Board has taken against individual CFP® certificant.