The FPM Value Difference

Clients seeking financial advice have many alternatives from which to choose. FPM is interested in serving clients who find the following combination of characteristics valuable:

• Independence and objectivity – FPM receives no commissions or referral fees and has no products to sell. We assess each situation and provide fee-only advice that is solely based on the needs of each client.
• Individual attention –FPM recognizes that each client’s situations and objectives are unique – our approach in providing financial planning assistance always draws on our past experiences but is not constrained by them.
• Commitment to financial education and knowledge transfer – our goal is in each engagement to enhance our clients’ understanding of the financial matters on which we advise, and to increase their confidence in making financial decisions in the future.
• Problem-solving background with a fresh perspective – FPM President Joseph Goodman, CFP® and CPA, is able to bring to the field of personal financial planning significant financial, accounting, and business experience in helping clients in mid-sized and family owned companies with their business needs.
• Garrett Planning Network membership – provides FPM with access when needed to the specialized expertise, latest thinking, and extensive resources for our clients.