Why You Should Work with a "CERTIFIED FINANCIAL PLANNER™"
Although many professionals call themselves "financial planners," only a CERTIFIED FINANCIAL PLANNER™ has completed extensive training and is held to the highest ethical and educational standards. CFPs® are held to a fiduciary standard , we are obligated to put you - our Client -First. To become a CFP® requires obtaining a Bachelor's degree for course work that includes Finance, a Continuing Education requirement , passing the CFP® exam, and having at least 3 years experience prior to being allowed to use the CFP® designation.
The 5 E's of a CERTIFIED FINANCIAL PLANNER™
Think of a CERTIFIED FINANCIAL PLANNER™ as a CERTIFIED PERSONAL TRAINER for your Finances
Debra L. Nelson, MSFS, CFP®, CASL® has been in practice providing financial planning services for over 30 years. She provides individuals with personalized, coordinated investment, and tax planning as well as asset preservation strategies, retirement, and estate planning services.
Debra is an experienced speaker and aims to be a champion of helping families in "getting their financial house in order." Debra brings passion, wisdom and experience to her work with individuals, non-profit organizations and public interest groups. Debra is dedicated to helping individuals and families understand how to best work with a team of advisors to help create their own legacy.
Debra's practice actively engages clients in their life planning and strives to create a trusting relationship. Debra believes that it is important to instill a holistic approach to financial planning. She works to discover every client's unique aspirations and goals in order to determine what is truly important to them when building financial plans.
She will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have equipped Charleston Financial Planning Consultants with some of the most advanced technology available in the financial service industry. These investments in our firm allow us to have no geographical limitations and give our clients personalized asset allocation analysis, allocation and investment service. Clients can choose to have their own financial website. (To see a demonstration please click on the link below).
Introduction to Wealth Vision & Financial Planning Process with Wealth Vision
Wealth Vision's state-of-the-art Security. There's no need to worry about your data with
Our website makes it possible for you to stay up to date on relevant financial topics through our on-line articles and newsletters. You also have the ability to send any questions you might have directly to us through our website.
Thank you for visiting our virtual office, and we look forward to helping you pursue your financial goals!
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.