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Overview of Services

At Tony Pondel, CERTIFIED FINANCIAL PLANNER™, P.C., we provide a full spectrum of services to address our clients’ individual needs and help them better pursue their financial objectives. We work with CPAs and attorneys to create financial plans that ensure a coordinated effort with no conflicts. Should a client need a referral to either a CPA or attorney, we work with an extended network of credible experts who we are happy to recommend. We do not receive any compensation from tax or legal professionals. We want our clients to have access to the very best advice and only make referrals to professionals with whom we share core values and a high level of trust.

Our Services

  • Establish and define the client-planner relationship. This explains how we are paid, how long the engagement lasts and how decisions are made.
  • Discuss and gather client data and goals. This information provides the basis for the financial plan.
  • Analyze and evaluate a client’s financial status, clearly defining the current reality and future trajectory.
  • Develop and present financial planning recommendations and/or alternatives.
  • Implement the financial plan recommendations.
  • Monitor progress toward goals and review annually, at a minimum.