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What's the Financial Plan

Financial Planning

With or without a Financial Plan you are making decisions today that affect your future. A financial plan looks ahead and gives you a chance to balance what you want to do today with what you want to do 10, 20, 40 years from now.

We have the expertise to create the financial plan that fits you. This is shown by our seinor financial planner, Dave Wertz, PhD., passing the comprehensive the CFPTM exam. In addition, we are Fee Only advisors so our advice will be objective and guided solely by what is best for you.

Contents of this page:

   Why a Financial Plan    What Sets us Apart    Our Senior Financial Planner    Why Princeton Value Advisors

More pages about Financial Planning:




Why a Financial Plan

A Financial Plan is a way to get the most from your money both now and in the future. We will help you protect what you have already while at the same time preparing for the future.

While everyone's situation is unique, there are things that almost everyone's financial plan should include. However, these common things do change with your age. See the links to the left to our age specific financial planning pages.

What Sets us Apart as Financial Planners

We have the experience to help you and our financial plan will fit YOU. Our senior financial planner, Dave Wertz, Ph.D., has demonstrated the extent of his financial planning expertise by completing the equivalent of six college level courses that cover all aspects of financial planning and then passing the comprehensive the CFPTM exam.

A Good Financial Plan Fits YOU

A successful financial plan combines a knowledge of what is important to you -- your goals and priorities -- with the financial knowledge needed to to make your priorities a reality.

A Good Financial Plan is Realistic

A financial plan describes the actions that you should take today in order to achieve you goals in the future. Unfortunately, no one, including us, can reliably predict the future. Thus, it is certain that the future will different to a greater or lesser extent from what is anticipated in the plan. A financial plan that doesn't take this fact into account is unrealistic. That is why a we incorporate a "margin of Safety" into our financial plans which will allow you to reach your most important goals even if things do not work out as expected.


Our Senior Financial Planner

Senior Fonancial Planner Dr. Wertz

Princeton Value Advisors was founded to help individuals achieve their financial goals. We are headed by our senior financial planner Dr. David Wertz, who has

  • a Ph.D. in Computational Chemistry
  • 30 year history of investment and financial planning success.
  • demonstrated the extent of his financial planning expertise by completing the equivalent of six college level courses that cover all aspects of financial planning and then passing the comprehensive the CFPTM exam.
  • Passed all 3 CFA Logo exams. Note: Only 1 in 10 who take the first CFA exam pass the third one. The CFA exams are the recognized standard for certifying people as investment advisors and financial analysts.
Princeton Value Logo

Why Princeton Value Advisors?

  • We do not use a cookie cutter approach. Instead, we fit our advice to your goals, values, and circumstances.
  • We are Fee-Only financial planners who get no commissions on the products we recommend. This is important because many of the financial planning products that we recommend are usually been sold by paying commissions to the person who recommends them. Because we get no commissions, the financial planning advice we give will be objective and guided solely by what is best for you.

Let's Get Started Planning Your Financial Success

Click for the BBB Business Review of this Financial Advisor in Mount Laurel NJNo question is too small."

Your initial consultation is free and without obligation.

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