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The Full Story

About Leanne

I’m Fiercely People First and Commission-Free.

 

I founded Conflict-Free Financial Planning (CFP) after a decade of working at big investment firms where the conflicts of interests were unbearable to me. I noticed clients wanted heartfelt guidance and clear advice on what to do with their money. Sadly, the business model of most firms doesn’t allow for it.

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I wholeheartedly believe in the power of financial planning because I’ve watched it transform people’s relationships with money.

 

A financial plan isn’t merely a binder full of charts  and numbers. It’s a process where you tell me what you think is lacking in your finances, what you’re afraid of, what you hope for, and are truly committed to.

From there, all the number-crunching & analysis will make your financial decisions clear!You are the biggest factor in the success of your financial plan, not me. I help you find clarity & peace in your relationship with money.

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I leave financial jargon out of our conversation, wear jeans to work, laugh a lot and practice with full transparency and respect. My business model is fair and transparent. I tell you what I’m going to charge, we put it in writing, I honor my end of the agreement.

 
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Get a Plan from Leanne

 
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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com  a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities

 

© 2024 Leanne all rights reserved

 
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