At Steele Financial Solutions, we are committed to providing our clients with the education and skills needed to make financial decisions that create a solid financial future.
Steele Financial Solutions Mission
To assist and guide people towards the ultimate goal of managing their own financial affairs both before and after retirement. If the job is done right, you will be in control!
Steele Financial Solutions Code of Ethics
As a recognized Certified Financial Planner with the Financial Planning Standards Council, our principal advisor, Barb Steele, adheres to a set of principles and rules mandated for financial planning industry professionals.
Our Principles recognize our responsibility to the public, clients, colleagues, employers and to the profession. They apply to all CFP professionals in all aspects of their work, and provide specific guidance to us in our performance of financial planning.
The seven overarching Principles that we adhere to in our money coaching, retirement counselling, and financial planning activities are as follows:
We will always act with integrity, and use our personal integrity as our touchstone in deciding what is just and right when dealing with our clients and the public trust. Integrity demands honesty and candor that must not be subordinated to personal gain and advantage.
We will be objective in providing financial planning to our money coaching, financial planning, and retirement counselling clients through our intellectual honesty and impartiality.
We will provide services to our clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which we are engaged, notably money coaching, financial planning, and retirement counselling. We will always recognize the limits of our competency and refer clients to our professional network when appropriate. We are committed to continuous learning and professional development. Contact us today to schedule your complimentary financial planning strategy session.
We will perform financial planning in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflicts of interest in providing such services. We follow the golden rule and treat others in the same fashion that we would want to be treated.
We will maintain confidentiality of all client information. Our clients expect us to maintain a relationship of personal trust and confidence and we take that responsibility very seriously as we safeguard your information.
We will conduct ourselves professionally in every situation in such a way that shall reflect credit upon our profession. We will avoid any activities that adversely affect the quality of our financial planning, retirement counselling, or money coaching advice.
We will act diligently in providing financial planning, money coaching, and retirement counselling services in a prompt and thorough manner. This includes the proper planning for and supervision of the rendering of our professional services.
For more information, you can view the full CFP Code of Ethics. If you have any questions or would like to get started on building your strong financial future now, please contact Barb for your complimentary financial strategy session.