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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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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.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.