Thank you for contacting us

Thank you for contacting Treasure Valley Financial Planning about your financial planning needs. Based on your answers to the previous questions, our area of expertise doesn’t match your needs. However, we want to ensure that you receive the best guidance from an advisor with the expertise and services that align with your goals.

We highly recommend visiting the Certified Financial Planner (CFP®) website at letsmakeaplan.org, where you can search for CFP® professionals who specialize in the areas that matter most to you. These professionals are held to the highest ethical and professional standards and are legally required to act in your best interest. You can filter your search by specific criteria, including the planning services offered, investable assets, and location, to help you find an advisor who best meets your needs.

We recommend speaking with at least 2-3 advisors to ensure an informed decision. This will allow you to better understand their approach and how well they align with your objectives. To assist you, we’ve included a helpful resource: 10 Questions to Ask Your Financial Advisor. These questions will guide you in evaluating potential advisors, making selecting one who truly fits your goals easier.