Code of Ethics

Christine Messmer, PC

The company, Christine Messmer, PC, is guided by values that are the fundamental beliefs. The principles summarize the personal values and behavior expected of the Certified Financial Planner® Practitioner and all employees of Christine Messmer, PC. This code is used in evaluating decision-making, problem solving, and behavior in business.

Principle One: Integrity

Integrity is trust, reliability and confidentiality in all matters.

Principle Two: Objectivity

Objectivity is impartiality, honesty and fairness in providing services.

Principle Three: Confidentiality

This is protection of inside information - client data and company data. This information is restricted to persons on a need-to-know basis; such as, the attorney, CPA and other advisors with permission.

Principle Four: Excellence

Excellence is quality and diligence which is a positive distinction in business.

Principle Five: Continuous Improvement

This is continuous assessment and evaluation of processes and procedures, and it includes continuous education and training to improve value to clients, competence and accountability.