OUR MISSION

 

Our Mission Statement is simple:

"CPB Financial Planning Services is in the business of providing quality advice to those facing the challenges of making sound financial decisions"

It's the same uncomplicated approach that we take to finding solutions for clients.

People often come to us unsure of the best way to approach their particular financial challenge. Our Planners have the knowledge, skill and experience that enables them to transform complex personal and financial scenarios into workable solutions which provide clarity, purpose and direction for our clients.

"Information alone is not knowledge, just as knowledge is not wisdom, nor wisdom good judgement. The enduring value of a relationship derives from a professional who possesses not only good information, but the judgement and experience to implement it wisely"