Affiliations
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Liane Warcup is a proud member of the following societies
and adheres to their standards of professional excellence
and integrity:
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Commitment to Continued Education |
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The Certified Financial Planner Board of Standards
is a professional regulatory organization which promotes
ethics, integrity and professional standards in personal
financial planning. This gives the public an opportunity
to have access to -- and benefit from -- competent,
ethical financial planning. Individuals who meet
rigorous certification requirements are certified by
CFP Board to use its certification trademark.
Liane Warcup is a CERTIFIED FINANCIAL PLANNER™
professional.
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Commitment to Objectivity |
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Liane Warcup is a member of NAPFA, the National Association
of Personal Financial Planners (www.napfa.org). NAPFA
members practice Fee-Only financial planning which is
client-centered, objective and ethical. As a Fee-Only
advisory firm, recommendations are untainted by any
type of fee received by the vendors of financial products,
including investment funds, insurance companies and
estate attorneys. Fee-Only advisors provide consumers
and institutions with comprehensive and objective financial
advice on a "Fee-Only" basis, keeping only
the best interests of the client in mind – with
neither the advisor nor any related party receiving
compensation contingent on the purchase or sale of a
financial product.
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Commitment to Professionalism |
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Liane Warcup is a Registered NAPFA Advisor. The
National Association of Personal Financial Advisors
is the largest professional association of comprehensive,
Fee-Only financial planners in the United States. With
over 1000 members and affiliates, in 45 states, the
members of the National Association of Personal Financial
Advisors (NAPFA) subscribe to a strict fiduciary oath.
In addition, NAPFA members are required to fulfill
significant continuing education requirements.
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Commitment to Helping People From All
Walks of Life |
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Clarus Financial Planning is a member of The Garrett
Planning Network, Inc., the nation's premier network of
professional, Fee-Only financial advisors dedicated to
providing independent, objective financial planning and
advice, to people from all walks of life, on an hourly
as-needed basis. Only 1% of the nation's financial
planning firms are structured this way. As staunch
consumer advocates and Fee-Only client fiduciaries, members
of The Garrett Planning Network continue to demonstrate
their commitment to serving the public's best interests
by making competent, Fee-Only financial advice accessible
to all people. Many financial advisors accept clients
only if they meet certain income and net worth requirements.
Liane and her fellow Garrett network members believe,
however, that professional, objective financial advice
is something all Americans need, at least periodically,
to build the brightest financial futures. Holding
to this philosophy, Liane is proud to offer the same quality,
professional advice to all clients, not just the affluent.
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