{"id":142,"date":"2021-12-23T21:34:41","date_gmt":"2021-12-23T21:34:41","guid":{"rendered":"https:\/\/pbwhite.com\/?page_id=142"},"modified":"2022-01-11T21:25:30","modified_gmt":"2022-01-11T21:25:30","slug":"how-we-work","status":"publish","type":"page","link":"https:\/\/pbwhite.com\/how-we-work\/","title":{"rendered":"How We Work"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"142\" class=\"elementor elementor-142\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9e5c1a4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9e5c1a4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-deddda5\" data-id=\"deddda5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-acb1f9a elementor-widget elementor-widget-text-editor\" data-id=\"acb1f9a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight ); font-size: 1rem;\">At PB White &amp; Co., our primary goal is to provide you with comprehensive, holistic services to help you align your finances with your values and lifestyle goals.<\/span><\/div>\n<p>We believe the best way to pursue that goal is to engage the CFP\u00ae 7 Step Comprehensive Financial Planning Process as it is honest, transparent, comprehensive and, most importantly, effective.<\/p>\n<p>As a CFP\u00ae professional, each certified member of the PB White &amp; Co. team undergoes extensive ongoing training in critical financial planning areas as well as a rigorous ethics requirement ensuring that\u00a0we act as a fiduciary.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-10461c2\" data-id=\"10461c2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-acc667f elementor-invisible elementor-widget elementor-widget-image\" data-id=\"acc667f\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"500\" height=\"311\" src=\"https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/favicon-e1641494736295.png\" class=\"attachment-large size-large wp-image-9\" alt=\"\" srcset=\"https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/favicon-e1641494736295.png 500w, https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/favicon-e1641494736295-300x187.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d90c30c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d90c30c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-024b939\" data-id=\"024b939\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0e69d9f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"0e69d9f\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9e4187c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9e4187c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-22a7ca7\" data-id=\"22a7ca7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fe9e31d elementor-widget elementor-widget-heading\" data-id=\"fe9e31d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a fiduciary?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d0a63f0 elementor-widget elementor-widget-html\" data-id=\"d0a63f0\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div><div id='video-player-118'><\/div><div id='video-player-disclaimer-part-118' style='position:relative'><\/div><\/div><script src='https:\/\/content.jwplatform.com\/\/libraries\/ljXVSIQY.js'><\/script><script src='https:\/\/abm.emaplan.com\/ABM\/MediaServe\/Embed?token=1f2dde0da3db413ca9f005b0757d81ce'><\/script>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d57295d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d57295d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5da8db9\" data-id=\"5da8db9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f4324ef elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f4324ef\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-42b1401 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"42b1401\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d29b89f\" data-id=\"d29b89f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4b9f778 elementor-widget elementor-widget-text-editor\" data-id=\"4b9f778\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Here are the 7 Steps of the CFP Board&#8217;s 7 Step Comprehensive Financial Planning Process to guide our work with you:<\/p>\n<ol>\n<li>Understand your personal and financial circumstances<\/li>\n<li>Identify and select goals<\/li>\n<li>Analyze your current course of action<\/li>\n<li>Select the right recommendations<\/li>\n<li>Present the plan to you<\/li>\n<li>Implement your plan<\/li>\n<li>Monitoring and updating<\/li>\n<\/ol>\n<p><em><br \/><span style=\"color: #999999;\"><strong>Source:<\/strong> https:\/\/www.cfp.net\/ethics\/compliance-resources\/2019\/02\/the-7-step-financial-process<\/span><\/em><\/p>\n<p>The CFP Board&#8217;s 7-step Financial Planning approach elevates the planning process to new heights. We understand what it means to provide distinguished, extra service to our customers, and this process helps us achieve that goal.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6a249ff\" data-id=\"6a249ff\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-72a2e8f elementor-invisible elementor-widget elementor-widget-image\" data-id=\"72a2e8f\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/CFP-Practice-Standard-Process.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"CFP-Practice-Standard-Process\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTAzLCJ1cmwiOiJodHRwczpcL1wvcGJ3aGl0ZS5jb21cL3dwLWNvbnRlbnRcL3VwbG9hZHNcLzIwMjFcLzEyXC9DRlAtUHJhY3RpY2UtU3RhbmRhcmQtUHJvY2Vzcy5wbmcifQ%3D%3D\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"671\" height=\"598\" src=\"https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/CFP-Practice-Standard-Process.png\" class=\"attachment-large size-large wp-image-103\" alt=\"\" srcset=\"https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/CFP-Practice-Standard-Process.png 671w, https:\/\/pbwhite.com\/wp-content\/uploads\/2021\/12\/CFP-Practice-Standard-Process-300x267.png 300w\" sizes=\"(max-width: 671px) 100vw, 671px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-59cf5e20 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"59cf5e20\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1ac7db73\" data-id=\"1ac7db73\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4a60444 elementor-widget elementor-widget-text-editor\" data-id=\"4a60444\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><!-- wp:list {\"ordered\":true} --><\/p>\n<p>Are you ready to see how this financial planning approach may improve your situation? Request an appointment <strong><a href=\"https:\/\/pbwhite.com\/?page_id=152\">here<\/a><\/strong> to get started.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>At PB White &amp; Co., our primary goal is to provide you with comprehensive, holistic services to help you align your finances with your values and lifestyle goals. We believe the best way to pursue that goal is to engage the CFP\u00ae 7 Step Comprehensive Financial Planning Process as it is honest, transparent, comprehensive and, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/pages\/142"}],"collection":[{"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/comments?post=142"}],"version-history":[{"count":24,"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/pages\/142\/revisions"}],"predecessor-version":[{"id":355,"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/pages\/142\/revisions\/355"}],"wp:attachment":[{"href":"https:\/\/pbwhite.com\/wp-json\/wp\/v2\/media?parent=142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}