Experience and Credentials
|
|
|
|
 We are a Fee-Only financial services firm, staffed by CFP ® (CERTIFIED FINANCIAL PLANNER™) practitioners.
Karen Elise Kilbride, CFP ®, CPA and Michael Donahoe, CFP ®, MBA, bring a wealth of professional business, investment, accounting/tax, and financial services industry experience to the practice.
Our planners are NAPFA Registered Financial Advisors. NAPFA advisors consistently dominate the lists of the nation’s leading financial planners. One reason is the rigid competency standards of NAPFA, which include:
• Credentialing and educational requirements
• Rigorous continuing education requirements
• Must submit to outside professional review of practice
Both Karen and Michael have written educational columns for the Portland Press Herald, and appeared in various publications citing their client advice, perspective on the profession, and personal life experience.
If you are interested in learning more about how we help clients achieve financial independence, please Contact Us. |
©2010 On Course Financial Group, LLC. All rights reserved.
|