Christine Messmer, P.C. Financial Planning Services

CONNECT

Address:

101 Oak Street
Collegeville, PA 19426

Phone:

610.489.7925

Fax/Other:

484.973.6502

Philosophy

 

 

 

 

 

 

Take a Fresh Approach to your Financial Future

 

 

 

 

 

     Christine Messmer, CFP®, M.S.F. is dedicated to serving clients by offering objective, integrated and comprehensive financial advice. For over 30 years, she has helped clients to meet life goals through the proper management of financial resources using the financial planning process. As a fiduciary, she endeavors to consistently act in the best interest of her clients and to place her client's interests ahead of her own. She provides clients with guidance to achieve financial well-being and independence using an extensive approach with focus on the client's unique needs and circumstances. 

 

 

 

 

     Ms. Messmer's objective is to understand and acquaint herself fully with your situation. Her approach is to obtain significant financial data and your attitudes, goals, objectives and feelings. After a careful assessment and analysis of your situation, she will develop strategies for your consideration. Moreover, she will assist you with implementation of your financial plans and will periodically update and review them with you. Ongoing review meetings help to monitor progress toward goals, maintain the momentum of implementation and allow for the flexibility of changing conditions.

 

 

 

 

     As a CFP® practitioner, Ms. Messmer adheres to a strict Code of Ethics that includes: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. She believes that clients should be informed and proactive with regard to their financial affairs, and she promotes this value though regular newsletters, the company website - christinemessmer.com and through regular review consultations.

 

 

 

 

     Ms. Messmer's expertise in financial management will help you take a fresh approach in creating your financial future, and she looks forward to establishing a long-term professional relationship.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck