Karen Norman, CFP® is the founder and principal of Norman Financial Planning, Inc.
Located in Troy, Michigan, Norman Financial Planning is a Registered Investment Advisory firm that provides Fee-Only financial planning and advice to consumers from all walks of life.
“At Norman Financial Planning, our mission is to provide clients with the guidance, education and direction they need to make informed financial decisions. Our Fee-Only structure allows us to provide objective, independent advice to our clients, without the potential conflicts that may arise in a commission-based or fee-based arrangement. Our clients enjoy the benefits of Fee-Only advice. They have the freedom to choose services designed for their individual needs. We are committed to providing each and every client with the tools and knowledge they need to take ownership of their financial goals, and to placing them on the path to achieving financial success.”
Karen brings over 25 years of business experience with a Fortune 50 firm to her practice. She has been involved in personal financial planning since 1993, when she earned the right to call herself a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner via the CFP® Board of Standards. Karen believes that the Fee-Only approach is the most appropriate way for the majority of Americans to obtain the financial planning advice they need to achieve their financial goals. She established her own firm Norman Financial Planning in 2001.
Karen earned her BBA in Business and a Master of Science degree in Finance (MSF) from Walsh College. She is a member of NAPFA (National Association of Personal Financial Advisors – fee only) and the FPA Financial Planning Association. She served on the Board of Directors of the Michigan Financial Planners Association (FPA).
Please contact Ms. Norman via email@example.com or phone at (248) 408-1990 to request introductory materials.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.