Your Rights as a Financial Planning Client

This summary is taken from the Certified Financial Planner Board of Standards, Inc., and Meyers Wealth Management stands by it.

1. You have the right to a planner who has integrity

2. You have the right to objective advice

3. You have the right to a planner who is competent

4. You have the right to be treated fairly

5. You have the right to privacy

6. You have the right to a planner who is professional

7. You have the right to a planner who is diligent

The CFP Board has a nice discussion of these issues here: <http://www.cfp.net/learn/knowledgebase.asp?id=13>.

  

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