Buford, Georgia
Schedule a Meeting With Frank Passmore or Call 770-355-9686
Buford, Georgia
1819 Buford Hwy NE Suite #B, Buford, GA 30518
Office: 770-355-9686
PassmoreCEP@Bellsouth.net
We’ll Plan for the Whole Journey, Together.
The Certified Planners Group, LLC Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection