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“Fee-Only, Independent Financial Planning for Individuals and Couples”

Welcome to CVT Financial Planning

CVT Financial Planning is an independent, fee-only financial advisory firm specializing in advising middle-income individuals and couples on how they may attain their financial goals. Cindee Taradash established CVT Financial Planning in 2000. While all clients have unique needs, typical concerns are whether clients are on-track to achieve their retirement goal, whether their assets are invested appropriately based on their risk tolerance, budgeting and paying for the children’s education.

Planning Your Financial Future Planning Your Financial Future

The free initial meeting with CVT Financial Planning includes a detailed discussion of your goals and concerns, a discussion about your investment risk tolerance and a review of your current assets and liabilities. Once the financial objectives are clearly understood, we can determine the most appropriate process to assist you in achieving your goals, whether it is a comprehensive financial plan or a small financial analysis project.

Company Values Company Values

Because we are a small firm we can focus on building one-on-one long term relationships with clients. Our goal is to spend the time educating our clients so you can make informed and sound financial decisions. We do not have a minimum asset requirement. We have assisted clients with a negative net worth and clients with close to $10 million in net worth. Our fees are very reasonable and may be tax deductible. Our mission is to help people achieve their financial goals.

Because we are fee-only, we do not sell any products. Clients pay us a fee directly for advice. Since there is no other remuneration, all advice given should therefore be in the best interest of our clients, not in the best interest of CVT Financial Planning. In addition, Cindee Taradash has also taken a fiduciary oath to do her utmost to act in good faith and always in the best interest of her clients.

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