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Holden Financial Planning (HFP) focuses on YOU - not just your assets. The firm is committed to serving the "do-it-yourselfer" - take advice from HFP then implement on your own and the "delegator" - work with HFP on an on-going basis. All are middle-income consumers who receive independent objective advice. The business model is similar to an attorney. Periodic check-ups assist you in maintaining a well-balanced life.
Since HFP is a Fee-Only firm, it does not accept any compensation from third parties such as mutual funds or insurance companies. The advantage to you is advice - on your terms.
HFP Mission:
The firm is committed to providing timely, unbiased advice to people from all walks of life. Through the advantages of professional, Fee-Only planning, clients are empowered to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, HFP continues to demonstrate commitment to serving the public's best interests (please see definitions of these words, below).
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Contact Kathy today.
Call: 610-574-8178 or Email: Kathy@HoldenPlanning.com
DEFINITIONS (FROM ROGET'S INTERNATIONAL THESAURUS)
- Staunch -- Faithful, firm, friendly, reliable, solid, strong, resolute;
- Advocate -- Defender, deputy, friend, justifier, supporter, advisor;
- Fiduciary -- Trustee, financial officer;
- Interests -- Cause, benefit, gain.
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