Self Worth Financial Planning

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Affiliations.  

Self-Worth Financial Planning is proud to be affiliated with the leading organizations in the financial planning profession.  These groups all have one thing in common - they subscribe to the highest standards of professional excellence and integrity:  is a proud member of the following societies, and adheres to their standards of professional excellence and integrity:

 

  Commitment to Continued Education

The Certified Financial Planner Board The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous requirements are certified by the CFP Board to use its certification trademark. These include 30 hours of continuing education credits every two years.  The CFP licensee also agrees to abide by the Board's Code of Ethics and Professional Responsibility.  Martin Mesecke is a CERTIFIED FINANCIAL PLANNER™ Practitioner in  good standing with the Certified Financial Planner Board of Standards.

Martin Mesecke CFP, President of Self Worth Financial Planning, Plano, TX is a member is good standing of the National Association of Personal Financial Advisors.  Martin Mesecke and SelfWorth Financial Planning is one of the few NAPFA firms that offers hourly as needed financial planning.

     Commitment to Excellence

Martin Mesecke is a Registered NAPFA Member. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With 1000+ members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:

The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.

The Advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will reasonably compromise the impartiality or independence of the advisor.

The Advisor, or any part in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.

The Advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.

Self-Worth Financial Planning is proud to be one of only a select few fee-only financial planning firms to serve the Dallas - Fort Worth area. 

 

   Commitment to Objectivity

As a Fee-Only advisory firm our recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies, and estate attorneys. 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.

The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.

The Advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will reasonably compromise the impartiality or independence of the advisor.

The Advisor, or any part in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.

The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.

Self Worth Financial Planning is proud to be one of only a select few fee-only financial planning firms to serve the Dallas - Fort Worth area. 

 

Martin Mesecke CFP, President of Self Worth Financial Planning, Plano, Texas, is an active memeber of the Financial Planning Association. Commitment to Professionalism

Martin Mesecke is member of the Financial Planning Association (FPA), the world's largest membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process.

FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP™ certificant.

 

Self Worth Financial Planning, Plano Texas, Is a member of the Garrett Planning Network Inc. Offering Fee-Only Financial Planning advice to those that need it on their terms. Commitment to helping people from all walks of life

Martin Philip Mesecke and Self Worth Financial Planning are members of the  The Garrett Planning Network, Inc. (GPN) is a nationwide network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. Only 1% of the nation's financial planning firms are structured this way. As staunch consumer advocates and Fee-Only client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public's best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.   

Self Worth Financial Planning is proud to be one of only a select few fee-only financial planning firms to serve the Dallas - Fort Worth area.     

 

    Martin Mesecke and Self Worth Financial Planning are pleased to work with and support our countrys Military Officers by providing answers to their financial questions.      Commitment to our Country's Military Officers

 
The Military Officers Association of America (MOAA) has announced a strategic partnership with The Garrett Planning Network, Inc. As a Participating Planner, Self Worth Financial Planning offers MOAA members 20% off its standard hourly rates. Martin and his staff stand ready to address MOAA Members’ financial planning needs. Through GPN, Martin has attended intensive training so that she may more fully understand the unique challenges faced by active duty, National Guard/Reserve and retired officers and their families. Martin has a developed keen insights about the challenges and opportunities that Military Personnel face. In addition to offering discounted financial planning services, Martin would be happy to present a informative seminar or workshop for MOAA chapters. Topics range from “Common Money Management Mistakes and How to Avoid Them” to "Minimizing Your Financial Risk through Insurance Products and Legal Contracts” to “Refinancing a Mortgage and Taking out a Line of Credit."

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