Meghan Phillips Dykstra CFP®

Moving Forward Together

As a financial professional, I believe in a comprehensive approach to financial planning, the importance of further education and acting as a fiduciary by putting your needs first.

Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect. Teaming with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that you are working with a credentialed expert who does just that, and is held to high ethical and professional standards. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the rigorously enforced CFP Board’s Standards of Professional Conduct. As a CFP® professional, I am required to uphold my certification through continuing education – which is critical in an ever-changing financial and regulatory environment. It is little wonder that the CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 21% of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company. 

Let's move forward together.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck