Affiliations
Financial Planning Association
The Financial Planning Association® (FPA®)
(formerly Institute of Certified Financial Planners and the
International Association of Financial Planners) connects those who
need, support and deliver financial planning. They believe that
everyone is entitled to objective advice from a competent, ethical
financial planner to make smart financial decisions. FPA members
demonstrate a professional commitment to education and a
client-centered financial planning process. Sally Jo has been a member
in good standing since 1981. www.fpanet.org
Life Planning
For the past decade, Life Planning has been the most dynamic
movement in the Financial Planning profession. Nazrudin (Sally Jo is a
charter member) has been at the forefront of that movement. Life
planning shifts the focus in finance from sales to service, by creating
a trusting advisory relationship where the focus is on the person
rather than their money. Rather than focus on "financial goals," the
focus turns to the most meaningful - even profound - goals of a
person's life. Financial plans not only fulfill money goals,
but also provide a supportive financial framework for living the most
meaningful and rewarding lives we can imagine.
George Kinder was a co-founder of Nazrudin, a group of
financial planners across the US who since 1994 has been examining the
human side of financial planning. See also George Kinder's Seven Stages
of Money Maturity®
www.kinderinstitute.com
Life Planning is not focused on financial security. You can
feel more satisfied, be more engaged with life, find more meaning, have
higher hopes, and probably even laugh and smile more, regardless of
your circumstances. Experiment with this idea at www.authentichappiness.com
GLBT Financial Planning
PridePlanners™ is a national association dedicated
to keeping financial professionals aware of the changing and unique
needs of the gay and lesbian community and non-traditional couples and
families. Founded in 1999, PridePlanners™ is an organization
of financial, tax, insurance, and estate planning professionals who
service the gay and lesbian community and non-traditional couples and
families.
www.prideplanners.com/about.htm
Senior Planning
SCSA educates professionals to work more effectively with
their senior clients. We believe that the right kind of planning,
recommendations and referrals can make aging a state to be savored
instead of a fate to be feared. For those who work with seniors, that
means understanding the key health, social and financial factors that
are important to seniors—and how these factors work together.
Sally Jo is a faculty member for SCSA. www.society-csa.com
Socially Responsible Investing
First Affirmative Financial Network, LLC (FAFN) is an
independent investment advisory firm registered with the Securities and
Exchange Commission (SEC). Button Financial has had an association with
FAFN since the early 1990's. For those clients who want a
professionally managed portfolio with social screens, Button Financial
recommends one of FAFN's programs. www.firstaffirmative.com
Securities and Brokerage
Shareholders Service Group is the "introducing firm" between Button Financial
investment management and the brokerage services firm of Pershing, LLC
where client funds are held and traded. Pershing also serves as
custodian for retirement plan accounts. Pershing provides these
services to institutions and not individuals, so it is not a household
name. However, they are one of the largest brokerage services firms in
the world. Though Shareholders Service Group, Button Financial is able to provide daily
downloads of client account activity. On-line access to accounts is
also available for Retainer Clients of Button Financial. www2.netxview.com/mini2/home.htm
Charles Schwab is an institutional and a retail provider of
brokerage services. Some clients who would like Button Financial to
assist on an occasional basis may open retail accounts and give Sally
Jo Button a limited power of attorney to access these on-line accounts.