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Wealth Planning and Management, LLC is a proud supporter of the following societies, and adheres to their standards of professional excellence and integrity:
FPA® Commitment to Professionalism
Jake Engle supports the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant. Learn more at www.fpanet.org.
 Commitment to Continued Education
The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Jake Engle is a CERTIFIED FINANCIAL PLANNER™ professional. Learn more at www.cfp.org.
 Commitment to Objectivity
Fee Only describes the National Association of Personal Financial Planners NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, money managers and insurance companies. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. Learn more at www.focusonfiduciary.com.
 Commitment to Excellence
We are members of the National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. Learn more at www.napfa.org.
 Commitment to Life Planning
For the past decade, Life Planning has been the most dynamic movement in the Financial Planning profession. The Kinder Institute has been at the forefront of that movement. Life planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on the person rather than their money. Rather than focus on “financial goals,” the focus turns to the most meaningful - even profound - goals of a person’s life. Jake Engle is a member of the Kinder Institute. Learn more at www.kinderinstitute.com.
 Commitment to Best Practice AdviceThere is a model of investing based not on speculation but on the science of capital markets. Decades of research guide the way. The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading. Dimensional fund shares are not available directly to individuals but are limited to clients of a select group of fee-only financial advisory firms. The relationship between Dimensional and the independent advisor is based on shared views about how capital markets work and how best to provide clients with a successful investment experience. Jake Engle has been approved as a Dimensional Fund Advisor. Learn more at www.dfaus.com/service/financial-advisors.html
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