BP Financial Planning


©2008 Bhutani-Palmin Financial Planning LLC.
All rights reserved.

BP Financial Planning

Member of the Garrett Planning Network

Member of National Association of Personal Financial Advisors
Hourly, as-needed financial planning and advice

 
 


Affiliations

 

Bhutani-Palmin Financial Planning LLC is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

FPA®
COMMITMENT TO PROFESSIONALISM

Neerja and Lydia are members 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 to helping people make smarter 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™ certificant.

Certified Financial Planner Board of Standards COMMITMENT TO CONTINUING EDUCATION

The Certified Financial Planner Board of Standards is a professional regulatory organization which 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. Neerja Bhutani and Lydia Palmin are CERTIFIED FINANCIAL PLANNER™ professionals.


Garrett Planning Network THE NEW CHOICE FOR SMART CONSUMERS™  

Neerja Bhutani and Lydia Palmin are members 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.

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, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them.  Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients.

 

Garrett Planning Network Truly Comprehensive, Strictly Fee-Only

NAPFA, the National Association of Personal Financial Advisors, is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.