After over a decade as a business owner, I have changed careers to focus on delivering high-quality customer-focused financial planning services. As a business owner I learned the importance of developing a relationship of trust and integrity with my clients. Through effective collaboration and clear communication, I strived to deliver projects on time and within budget. As I made the transition into financial planning, it was important to me to work towards my CFP® certification. The CFP® mark signifies the standard of excellence I work to bring to my planning practice. Since joining the financial services industry, I have passed the exams for both CFP® and for my series 65.