Contributed by: Timothy Wyman, CFP®, JD
If video had been around before the English idiom “a picture is worth a thousand words,” was first uttered, the phrase just might have been “a video is worth a million words.”
A successful financial planning relationship is very personal, and for it to be truly successful it has to not only be personal but also worthy of trust. While education and credentials are important and the written word or professional bios provide a great medium to learn more about our backgrounds, trying to find out if a planner or firm might be a good fit is difficult to ascertain from words alone. Therefore, if we haven’t had the privilege of meeting yet I hope this video allows you to see, feel, and hear why I am passionate about helping folks make good financial decisions – it’s what I love to do.
If you feel that we might be a fit, please feel free to reach out. And if we decide to work together, you can be assured that I will do my best to stand in your shoes and use my roughly 25 years of experience to your benefit.
Timothy Wyman, CFP®, JD is the Managing Partner and Financial Planner at Center for Financial Planning, Inc. and is a contributor to national media and publications such as Forbes and The Wall Street Journal and has appeared on Good Morning America Weekend Edition and WDIV Channel 4. A leader in his profession, Tim served on the National Board of Directors for the 28,000 member Financial Planning Association™ (FPA®), mentored many CFP® practitioners and is a frequent speaker to organizations and businesses on various financial planning topics.