Is my plan prepared by a CFP®?

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While we do have CFPs® on the team, Stash Wealth uses a proprietary financial planning philosophy and delivery methodology that is designed for its lifestyle-focused millennial clientele. We believe the traditional CFP® methodology works great for retirees and pre-retirees, but not for HENRYs™ who want to enjoy their lifestyles now — not just in retirement. Learn more.