Deidra Fulton, CFP®
Deidra Fulton, CFP® is the founder and president of Fulton Financial Planning, Inc., a fee-only financial planning and registered investment advisory firm. The firm specializes in providing fee-only financial planning and investment advice to people from all walks of life. There are no income or net worth minimum requirements in order to become a client, nor are long-term contracts required.
“Our mission is helping clients make smart decisions about their personal finances,” says Deidra. “We help clients define their financial goals and develop strategies for reaching those goals. Whether building assets for the future or seeking to preserve, protect and enjoy the wealth already accumulated, we provide clients with an independent, unbiased alternative to commissioned planners and product salespersons.”
One aspect of firm services that clients especially appreciate is the flexibility. Several service levels are offered, providing the flexibility to meet most client needs. Those services may range from working with clients in addressing 1 or 2 financial issues, providing more in-depth planning and advice (such as for a portfolio makeover, retirement projection or retainer services) or providing a professional, unbiased second opinion.
As a fee-only firm, Fulton Financial Planning is compensated solely by the client, with no third party influences affecting the guidance provided. This structure provides maximum objectivity with regard to client recommendations. It also gives clients the most flexibility in implementing their plan, regardless of service level chosen. Interview Deidra and learn more about the firm’s services and operations.
Deidra has been awarded the CFP® marks of distinction by the certified financial planner Board of Standards. CFP certificants must meet specific educational and experience requirements, as well as pass a rigorous ten-hour examination requiring comprehensive knowledge of insurance, taxes, investments, employee benefits, retirement planning and estate planning. In addition CFP professionals must stay abreast of current developments in the financial planning profession by completing a minimum of 30 hours of continuing education every 2 years.
She has also achieved the Chartered Property Casualty Underwriter designation from the American Institute for Chartered Property Casualty Underwriters. She holds a BA degree from Baylor University.
In addition she is a contributor to two personal finance resource books, Investing in an Uncertain Economy for Dummies© and Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett and members of The Garrett Planning Network. Her insights, ranging from suggestions on what to do with a windfall, to paying for a college education, to Medicare Part D, mortgage re-financing and even pet insurance, have appeared in several large, national publications.
Deidra is a member of The National Association of Personal Financial Advisors and The Garrett Planning Network, both nationwide organizations which champion fee-only financial planning. She is also a member of the Plano Chamber of Commerce.
She offers a no-obligation Get Acquainted meeting to all potential clients. Call or e-mail Deidra — start making smart decisions about your own personal finances today!
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.