Cana Financial Planning
We bring harmony between your finances and your life, so you are more at peace to live your “WHY”.
A View from the Top
Advice-Only Approach to
Professional Financial Planning
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Experienced Professionalism
CFP® PROFESSIONAL SINCE 1998
The CFP® designation is the standard of excellence for financial planners having met extensive training and experience requirements.
MASTER of SCIENCE DEGREE - PERSONAL FINANCIAL PLANNING
College for Financial Planning
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Zero Conflict of Interest
As a Fee-Only Financial Planner we are compensated directly by our clients - we accept no commissions. We act as a fiduciary - we have pledged and are legally bound to act in a client’s best interests at all times.
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Flexible Services
Services according to your need. We meet you where you are. Whether on an ongoing basis, for those pivotal moments in life, or for one specific issue. We’ll be there when you make life changing plans….and we’ll be there when life changes your plans.
Our advice is always personal, collaborative, educational, and proactive.
WHY CANA FINANCIAL PLANNING?
I chose the career of a financial planner 30+ years ago because of the life-giving impact I could have on people from all walks of life. In removing the inordinate fear and confusion surrounding financial matters, I knew I could help people focus more on the “higher things” in life that go beyond “power, prestige and money”, and attain a happiness we were all created to have from the beginning.
In establishing Cana Financial Planning, I wanted to create a comfortable environment where one can talk freely, knowing for sure that the advice they were given was truly in their best interest. It is the reason I chose an “Advice Only” service platform, free of the conflicts that cause clients to wonder if their interests are truly being served.
JAMES SCHIPPERS, FOUNDER & PRESIDENT
Founder’s Bio
From a distinguished 30+ year career, at some of the most renowned financial institutions and corporations in America, like Charles Schwab, Sun Trust Bank, Merrill Lynch, and The Home Depot, comes our founder and president James Schippers. From the beginning of his career, James has been personally involved in integrating a person’s financial matters with what they value in life.
Highly educated within the field, James has been a CFP® Professional since 1998, and holds a Master of Science Degree - Personal Financial Planning from The College for Financial Planning.
James is driven by a lifelong desire to simply and honestly help all those he comes in contact with. His apt, insightful advice is quickly shared and given freely to all those he may meet with. James’ wisdom is driven by a lifelong desire to help others - something that is rapidly observed by all those who meet with him.
Our Team
Cana Financial Planning offers decades of experience in the holistic approach to financial planning. The members of our team have served people from all walks of life.All of the great professionals who work with Cana Financial Planning have a passion for authenticity, candor, empathy and doing excellent work for our clients.