Jeff Prince, Steve Bailin, and Jodie Cohen, PBC Private Wealth's founding partners, each has the CERTIFIED FINANCIAL PLANNER™ certification. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Our Financial Planning Process follows the Certified Financial Planning Guideline known as the 7 Step Financial Planning Process:
1. Understanding our client's personal and financial circumstances2. Identifying, selecting, and prioritizing goals3. Analyzing our client's current course of action and potential alternative courses of action4. Developing the Financial Planning recommendations5. Presenting the Financial Planning recommendations6. Implementing the Financial Planning recommendations Addressing implementation responsibilities Identifying, analyzing, and selecting actions, products, and services Recommending, selecting, and implementing actions, products, and services7. Monitoring progress and updating
Our team goes beyond financial planning and wealth management for our clients. We have clients that have been with us nearly our entire careers. Our clients become our family. Let PBC Private Wealth create the path for your financial and life journey.