Arrivity Financial Planning is a fiduciary and our planners work with clients in a fiduciary capacity. This means we put your needs first. We act with professional prudence, provide fair disclosure, and avoid conflicts of interest. As a Registered Investment Advisor (RIA), we’re required to uphold this standard by Washington State regulations. We also voluntarily uphold the fiduciary standard established by The Certified Financial Planner Board of Standards, Inc.
The fiduciary standard is the highest in the industry and differs significantly from the “suitability” standard which typically governs sales of financial products.
The CFP Board’s definition of fiduciary is: One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client and places the interest of the client ahead of his or her own.