Dyer Financial Advisory. is a proud member of the following societies and adheres to their standards of professional excellence and integrity:
Commitment to Life Planning
For the past decade, Life Planning has been the most dynamic movement in the Financial Planning profession. The Kinder Institute has been at the forefront of that movement. Life planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on the person rather than their money. Rather than focus on “financial goals,” the focus turns to the most meaningful - even profound - goals of a person’s life. Phil Dyer is a member of the Kinder Institute and has completed the requirements to receive the Registered Life Planner™ designation. Learn more at www.kinderinstitute.com.
Commitment to Continued Education
The Certified Financial Planner Board of Standards is a professional regulatory organization that 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. Phil Dyer is a CERTIFIED FINANCIAL PLANNER™ professional. Learn more at www.cfp.net.
Commitment to Objectivity
Phil Dyer is a member of NAPFA, the National Association of Personal Financial Planners 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, money managers and insurance companies. 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. Learn more at www.focusonfiduciary.com.
The New Choice for Smart Consumers™
Phil Dyer is a member of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. 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, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Phil and his 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, Phil is proud to offer the same quality, professional advice to all clients, not just the affluent.
Members bring the collective wisdom of the entire network – comprised of over 300 financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, retainer or per-project basis. Working on an hourly basis means that clients pay only for the time an advisor works with or for them. In addition, some Garrett members offer their services on a retainer basis (either a flat fee or a % of assets under management), which is the case at Dyer Financial Advisory. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients. Learn more at www.garrettplanningnetwork.com.
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.
NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
CTI® is the industry leader in Coach Training. As the creators of Co-Active Coach® training, CTI brings a unique perspective and training process to the coaching industry. Person to person experiential learning coupled with the Co-Active philosophy has revolutionized the lives and careers of thousands of managers, leaders and coaches throughout the world. The Co-Active model has one clear mantra: Through the power of relationships, we can change the world. Welcome to CTI. Working with a Co-Active coach can have a profound impact both on your success and fulfillment.