Overview
Curriculum
Instructor

CIFP Academy covers a variety of financial situations and not all of them will apply to you and your situation. That being the case, don’t feel obligated to complete every lesson in the course. However, the more you learn, the better you will be equipped to help others and further the mission of the Financial Advocacy Movement. It is our hope that one day everyone will be self-sufficient in financial literacy and education, and we hope you will also join us in making it happen!

Conscious Impact Financial Planning

At CI Financial Planning, we’ve created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of.

We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on the same principles.

We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.

Preserving Legacy (Estate Planning)

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