Jared Friedman, Certified Financial Planner™ New Jersey
Looking For an Independent
CERTIFIED FINANCIAL PLANNING™ professional?
My Name is Jared Friedman and I am an Independent CERTIFIED FINANCIAL PLANNER ™ located in Scotch Plains, New Jersey.
Even-though we are located in New Jersey, we service clients throughout the entire tri-state area and beyond.
Don’t be afraid to give us call! We also offer video conferencing with our out-of-state clients.
CERTIFIED FINANCIAL PLANNER ™
What does that mean?
As a CERTIFIED FINANCIAL PLANNER™ I help you reach financial success through a coordinated 7 step process.
7 Steps to Financial Success
- Establish your goals and objectives. These may change many times but today what would you like to accomplish
- Review your current situation. What is your income and expenses? What are your assets and liabilities? This is a labor intensive process but I walk you through it.
- Analyze your current situation based on what you are trying to accomplish and identify any obstacles in your path.
- Provide strategies to help you achieve your goals and objectives
- Review the benefits of all strategies and discuss their effectiveness
- Select appropriate strategies and implement to put your plan in action.
- Conduct periodic reviews and assessments to determine if strategies are working and if any changes need to be made.
Financial Planing is an on-going process.
As we work together, I will become a constant resource for you, helping to make smarter financial decisions through all phases of your life.
The smarter your financial decisions are the more likely you will reach success.
Disclaimer! I am not against spending money, but I believe you have to be smart about it.
Moderation, Moderation, Moderation.
Contact Jared Friedman CFP®
If you are interested in a free consultation please feel free to contact me or call 908-663-2125.
Your path to financial success is only 1 step away!
