Affiliations

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Forerunner Financial Planning is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

Commitment to Excellence

Jim McMahon is a NAPFA-Registered Financial Advisor. The National Association of Personal Financial Advisors is the largest professional association of 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. In addition, NAPFA members are required to fulfill significant continuing education requirements.

 


Commitment to Objectivity

Forerunner Financial Planning and Garrett Investment Advisors, LLC are members of NAPFA, the National Association of Personal Financial Planners (www.napfa.org). 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, insurance companies and estate attorneys. Fee-Only advisors provide consumers and institutions with broad based 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.


Making competent, objective financial advice accessible

Jim McMahon is a member of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public’s best interests by making competent, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Jim and his fellow Garrett network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Jim is proud to offer the same quality, professional advice to all clients, not just the affluent.

Members bring the collective wisdom of the entire network – comprised of over 300 financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them. In addition, some Garrett members offer their services on a retainer basis, which is the case at Forerunner Financial Planning. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients.


As a CERTIFIED FINANCIAL PLANNER™ professional, Jim earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous two-day certification examination and by providing proof of extensive practical experience.  To maintain certification, CFP® practitioners are required to satisfy ongoing ethics and education requirements.