Andrea Clark
CFP®, AFC®
The Table Financial Planning LLC
Founder and Financial Advisor
Andrea Clark
CFP®, AFC®
The Table Financial Planning LLC
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased advice to help you achieve your financial life goals. - Andrea Clark, CFP®, AFC®
Fee-Only financial planner located in Fountain Hills, AZ, serving clients locally and across the country virtually
Andrea Clark is a Fountain Hills, AZ fee-only financial planner. The Table Financial Planning LLC provides comprehensive financial planning and 401(k) planning to help individuals, families, and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrea Clark is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andrea Clark is a Fountain Hills, AZ fee-only financial planner.
I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family CEO through a dozen military moves from California to Vermont, Kansas to North Dakota. Coffee is my BFF.
I first began exploring financial planning over 25 years ago to serve my family and community. The advice and recommendations I make to you will be given with the same care and consideration as those for my own family and friends.
It’s what the financial industry calls being a “fiduciary” — your best interests come first, always.
The plan we develop will be tailored to your financial goals, not to a product I sell (because I do not sell any) or to a commission I receive (none!). I want to help you make well-informed decisions about the services and products you actually need, from life insurance to investments to retirement plans. My end goal is saving you money and growing your assets in a way that lets you sleep at night.
Since my clients’ interests come first, I have dedicated the last ten years to earning the industry’s best personal finance certifications: first as an Accredited Financial Counselor (AFC®) and then a Certified Financial Planner™ (CFP®). I am a proud member of the organizations listed below, whose missions align with my goals in working with you. Check them out!
Andrea Clark is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need. If you want unbiased advice tailored to your financial life goals, you are in the right place. We make personal financial planning easier and understandable at all ages and stages.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Military Families & Veterans
- Pre-retirees
- Small Business Owners
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andrea Clark is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Andrea Clark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Andrea Clark is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Andrea Clark is an Accredited Financial Counselor® (AFC®)AFC® certification is the standard — training professionals to guide clients through life-cycle financial education to help them realize their goals and achieve lasting financial well-being.
Abilities of the AFC:
-Educate clients in sound financial principles.
-Assist clients in the process of overcoming their financial indebtedness.
-Help clients identify and modify ineffective money management behaviors.
-Guide clients in developing successful strategies for achieving their financial goals.
-Support clients as they work through their financial challenges and opportunities.
-Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.
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Andrea Clark is a Member of 'Phoenix Fee Only', a group of fee-only financial advisors in the Phoenix, AZ area serving clients locally
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Andrea Clark is a Member of the Military Financial Advisors Association
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Andrea Clark Discusses Understanding the Financial Professionals Playing Field on The Military Money Show Podcast
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Andrea Clark is Featured on Army Emergency Relief: "MEET ANDREA CLARK: HELLO, MILITARY FINANCIAL PLANNING!"
Contact Andrea Clark
Office Locations:
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15108 E Sunburst Dr
Fountain Hills, AZ 85268
