Financial Planning
The Key Ingredients to a Financial Plan

Financial Planning for Real Life
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Laurette Dearden CPA, CFP®, RICP®
Director of Wealth Management
Laurette has been a CFP® professional making financial plans since 1991
Garrett Dearden, CFP®
Financial Advisor
Garrett grew up with two parents as CFP® professionals and attained his CFP® marks in 2024