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The Five Steps of Financial Planning

  1. Determining your current financial situation
  2. Developing financial goals
  3. Identifying and evaluating alternative courses of action
  4. Creating and implementing a financial action plan
  5. Reevaluating and revising the plan

Our Certified Financial Planners™ (Jason Bolen and Jim Alexander) will take you through the financial planning process with the knowledgeable and experienced professionals. Experience counts. When we established our family office in 2001, CPA provided the first fee-based platform in Morgantown, W.V. We continue to be the leaders in financial planning.

Our planners carry a dual designation - Certified Public Accountant and Certified Financial Planner™ - to bring the best training, education and experience to the planning table.

We not only run comprehensive plans, but we monitor and back-test our plans to measure your financial success. You are asked to update your plans on an annual basis.

Our Plan Team

CPA Named 2018 Small Business of the Year

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