Plan For Your Financial Future!
Troy Sapp CPA, CFP®: Your Guide to Achieving Financial Goals
Plan For Your Financial Future!
Troy Sapp: Your Guide to Achieving Financial Goals
Your Option for Prudent Fee-only Financial Guidance
Commencement Financial Planning LLC is an independent Fee-Only Registered Investment Advisor in Tacoma, Washington offering comprehensive financial planning and wealth management services to individuals and families who wish to effectively manage their investment portfolio and other financial affairs.
Commencement Financial Planning LLC is a Registered Investment Advisor with the Washington Department of Financial Institutions and a member of the National Association of Personal Financial Advisors (NAPFA). Check out NAPFA's Comprehensive Financial Planning Checklist & Smart Money Decisions brochure.
Troy Sapp, CPA, CFP® formed Commencement Financial Planning LLC to help clients achieve their goals by providing objective investment and financial planning advice using a consultative approach, not one based on sales. Troy's financial services are unbiased because as a NAPFA Registered Fee-Only financial planner he receives no commissions or any other compensation from vendors.
Help clients identify and implement the best financial planning alternatives given their unique situation while keeping fees and taxes low.
Commencement Financial Planning LLC serves clients at every stage in life but works best with those that understand the need for a prudent investment and financial planning process. Whether you are accumulating assets for retirement or other goals, relying on your investment portfolio for living expenses, planning for your children’s future, or simply want to gain comfort that your investments and financial planning are in order, a prudent financial planning process will optimize the likelihood you will meet your goals.
The financial planning process begins with understanding you and your vision for the future. We then review your current financial situation, identify potential solutions, and implement planning strategies consistent with your goals and values. Your investment and financial planning strategies are then monitored and adjusted for new opportunities that arise as well as for changes in your life.
To better understand you and your goals, it is helpful for you to open and complete the below questionnaire before the initial meeting. On page two of that document there is also a list of general items to gather together, but feel free to bring any other information that you would like to discuss.
Contact Troy Sapp CPA, CFP®
To discuss your general goals and schedule a no-cost, no-obligation initial consultation. If there's a good fit, we can talk about working together to take the worry out of your finances and help you achieve true financial well-being.
Commencement Financial Planning LLC is a Registered Investment Advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.