Professional Affiliations


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Direction Financial Management is a member of The Garrett Planning Network, Inc. (GPN), an international network of professional, Fee-Only financial advisors who are dedicated to providing independent, objective financial planning and advice to people from all walks of life, on an hourly as-needed basis. Only 1% of the nation’s financial planning firms are structured this way. As staunch consumer advocates and Fee-Only client fiduciaries, GPN Members continue to demonstrate their commitment to serving the public’s best interests by making competent, Fee-Only financial advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent. Learn more at www.garrettplanningnetwork.com.

 

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Diane Esser is a NAPFA Registered Financial Advisor. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. Members of NAPFA subscribe to a strict fiduciary oath and code of ethics. In addition, NAPFA members are required to fulfill significant continuing education requirements. Learn more at www.napfa.org.

 

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The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to — and benefit from — competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Diane Esser is a CERTIFIED FINANCIAL PLANNER(TM) practitioner. Learn more at www.cfp.net.

 


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Diane Esser is member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that, when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant. Learn more at www.fpanet.org.

 

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Diane Esser has been a Certified Public Accountant since 2002. You can verify her license at http://online.drl.wi.gov/LicenseLookup/LicenseLookup.aspx.

 

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As the national, professional organization for all Certified Public Accountants, the AICPA’s mission is to provide members with the resources, information, leadership and tools that enable them to provide valuable services to benefit the public as well as employers and clients. From financial literacy to public policy issues and peer review transparency to audit committee effectiveness, the AICPA is working to ensure that the public remains confident in the integrity, objectivity, competence and professionalism of CPAs. Learn more at www.aicpa.org.

 

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The WICPA is the leading professional association dedicated to enhancing the success of all CPAs. Founded in 1905, the WICPA has nearly 8,000 members who serve the public in many areas from public accounting and industry to government and education. Learn more at www.wicpa.org.