The Value of Cannabis CFPⓇ
Experience the clarity and confidence of having personalized financial planning designed specifically for cannabis industry.
Financial Planning Custom Tailored For You
A Certified Financial Planner™ On Your Side
Not Just For Your Business
Your financial needs go beyond investing, so we do, too. Our expertise doesn't stop at retirement and investment planning; we also guide you through major purchase decisions, insurance needs, what to do after you get a raise, and more. We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan.
Expert Level Financial Planning
Our work begins with a relationship. Whether you have assets or not, you’ll be paired with a CERTIFIED FINANCIAL PLANNER™ professional who will get to know your financial life story. All Cannabis CFP Planners are CFPⓇ professionals—the highest certification available—and ours don’t receive any commissions and have no products to sell.
Custom Investment Strategies
We view investment management as just one of many tools for achieving great financial outcomes. Our CFPⓇ professionals take an advanced, proven approach based on your priorities, age, financial picture and risk tolerance. We remove human error from our investment strategy and focus on a proven results driven approach.
No Surprises - Affordable, Fixed Fees
We keep your costs fixed and affordable, with no hidden charges and no asset minimums required to work with us. And because we base your fee on your needs, not your assets, it won’t increase as your money grows, which makes a big difference in how much you’ll pay over time.
Technology That Works For You
Cannabis CFP uses technology to keep our work affordable, high-touch, and impactful. You’ll meet virtually with your planner four times a year (on average), around your schedule.
How We Work With You
Establish an Employee Benefits Retirement Plan
You’ll work with your CFPⓇ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Create Financial Plans For All Eligible Employees
Each employee enrolled in your employee benefits retirement plan will meet individually with your CFPⓇ professional to create their own personalized comprehensive financial plan.
Nurture and Monitor Your Plans
Since your businesses plan, and personal financial plan, needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFPⓇ professional is also available to you when questions arise.