Affiliations

LongPoint Financial Planning is a proud member of the following groups, and adheres to their standards of professional excellence and integrity:

 

CFP ® Certified Financial Planner

The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to, and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by the CFP Board to use its certification trademark. Katie Weigel is a CERTIFIED FINANCIAL PLANNER(TM) professional.

The website provides a search engine for CFP practitioners in your area.

 

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Garrett Planning Network
The Garrett Planning Network (GPN) is a nationwide network of 200+ financial planners who offer "Fee-Only Financial Planning and Advice for Everyday Life." GPN members are dedicated to providing independent, objective financial 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, GPN Members 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. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.

 

The GPN website features an easy-to-use "Find a Planner" section. Click on "Consumers Enter Here" then click on "Find a Planner" to locate a Garrett Planning Network member professional in your local area.

 

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FPA® - Financial Planning Association
Katie Weigel is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and helping people make wise financial decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ professional.

The website provides a search engine for CFP professionals your area.