cfp professional 7
https://getadviceonlyfinancialbase.solsticebrief.com/posts/why-advice-only-financial-planning-might-be-the-right-fit-for-you
As a CFP professional, I help people navigate their financial lives with a plan that's actually built around their goals, not just a stack of investment products. It's about getting the big picture right: taxes, retirement, insurance, estate stuff—the boring but vital parts of money that keep you on track without the stress.