Home
Our Services
Who We Are
Our Process
FAQs
Client Forms
Financial Briefs
Web Resources
Client Update
Contact Us
Disclosure
Debbra Dillon, CFP® is the founding principal of Dillon Financial Planning, a Fee-Only financial planning and Registered Investment Advisory Firm located in Eagle, Idaho. Debbra works with people from all walks of life, providing independent financial planning and advice "for everyday life" on an hourly, as-needed basis.
Values…
Debbra's mission is simple: "I seek to empower my clients to make the best financial decisions possible. Financial freedom comes through having a plan, sticking to it, and having the piece of mind to know that proper planning always pays off," she says.
"At times, our financial lives can seem as if we're riding the stormy ocean, fighting the wind and just trying to stay afloat amidst towering waves," Debbra says. "My
Debbra's mission is simple: "I seek to empower my clients to make the best financial decisions possible. Financial freedom comes through having a plan, sticking to it, and having the piece of mind to know that proper planning always pays off," she says.
"At times, our financial lives can seem as if we're riding the stormy ocean, fighting the wind and just trying to stay afloat amidst towering waves," Debbra says. "My
objective is to provide clear guidance and support so that my clients can make their way to calmer waters. With sound guidance, they can continue their journey with purpose, surety and direction."
Integrity…
Debbra is a CERTIFIED FINANCIAL PLANNER™ professional. She was granted permission to use the CFP® mark of distinction after having met the rigorous education, experience, and ethical requirements of the CFP Board, and having passed the two-day CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Debbra is also a member of The Garrett Planning Network, Inc., an international affiliation of professional, Fee-Only financial advisers. Network members are dedicated to providing independent, objective financial advice to people from all walks of life, on an hourly, as-needed basis. Nationally recognized CERTIFIED FINANCIAL PLANNER™ professional, Sheryl Garrett, founded The Garrett Planning Network to further her vision of making competent, Fee-Only financial advice accessible to all people.
Trust…
Many financial advisers accept clients only if they meet certain income and net worth requirements. Debbra and fellow network members believe, however, that professional, independent financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Debbra is proud to offer the same quality, professional advice to all clients, not just the affluent.
In 2006, Debbra was admitted to the National Association of Personal Financial Advisors (NAPFA) as a NAPFA-Registered Financial Advisor, a status widely acknowledged as reflecting the most stringent standards in the planning profession. As a staunch consumer advocate, Debbra demonstrates her commitment to serving the public's best interests by shunning commissions and waiving investment account minimums. As a client fiduciary, Debbra has sworn to serve her clients' best interests.
Experienced…
Debbra began her financial advisory practice in 2000 at a nationally recognized brokerage firm. There she earned her Series 7, 63, and 65 securities licenses. In 2002 she transitioned to an independent investment advisory firm.
Although she learned a great deal, her experience at these firms only intensified her commitment to work solely for her clients. Today, as a Fee-Only adviser, all potential conflicts of interest regarding compensation are removed. Her firm, Dillon Financial Planning, is somewhat unique in the financial planning world - only 1% of the nation's financial advisory firms are set up as hourly, Fee-Only firms.
Professional…
Whether you are just setting out on your financial journey, or seeking to protect and enjoy the wealth you've accumulated, Debbra can help you along the way. Call today and start realizing the benefits of professional financial planning and advice.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Integrity…
Debbra is a CERTIFIED FINANCIAL PLANNER™ professional. She was granted permission to use the CFP® mark of distinction after having met the rigorous education, experience, and ethical requirements of the CFP Board, and having passed the two-day CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Debbra is also a member of The Garrett Planning Network, Inc., an international affiliation of professional, Fee-Only financial advisers. Network members are dedicated to providing independent, objective financial advice to people from all walks of life, on an hourly, as-needed basis. Nationally recognized CERTIFIED FINANCIAL PLANNER™ professional, Sheryl Garrett, founded The Garrett Planning Network to further her vision of making competent, Fee-Only financial advice accessible to all people.
Trust…
Many financial advisers accept clients only if they meet certain income and net worth requirements. Debbra and fellow network members believe, however, that professional, independent financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Debbra is proud to offer the same quality, professional advice to all clients, not just the affluent.
In 2006, Debbra was admitted to the National Association of Personal Financial Advisors (NAPFA) as a NAPFA-Registered Financial Advisor, a status widely acknowledged as reflecting the most stringent standards in the planning profession. As a staunch consumer advocate, Debbra demonstrates her commitment to serving the public's best interests by shunning commissions and waiving investment account minimums. As a client fiduciary, Debbra has sworn to serve her clients' best interests.
Experienced…
Debbra began her financial advisory practice in 2000 at a nationally recognized brokerage firm. There she earned her Series 7, 63, and 65 securities licenses. In 2002 she transitioned to an independent investment advisory firm.
Although she learned a great deal, her experience at these firms only intensified her commitment to work solely for her clients. Today, as a Fee-Only adviser, all potential conflicts of interest regarding compensation are removed. Her firm, Dillon Financial Planning, is somewhat unique in the financial planning world - only 1% of the nation's financial advisory firms are set up as hourly, Fee-Only firms.
Professional…
Whether you are just setting out on your financial journey, or seeking to protect and enjoy the wealth you've accumulated, Debbra can help you along the way. Call today and start realizing the benefits of professional financial planning and advice.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Copyright ©2004-2008 Dillon Financial Planning. All rights reserved.