CFP®… NAPFA… FPA… What does it all mean?
Have you ever wondered what it means to be able to call oneself a CFP®? Or, what does it mean to be a member of NAPFA or FPA? At Financial Symmetry, we understand that it can become easy to get…
Your Accounts Need Your Attention!
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to make their Roth contributions for the 2011 tax year. If…
New Year… Old Budget?
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking your expenses (you know, with a budgeting tool, like Mint.com…
Give the Gift of Financial Planning
Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for many years to come? Enter the Gift of Financial Planning….
Grace Rooth joins Financial Symmetry
Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist. Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting. Shortly thereafter, Grace joined Financial Symmetry,…
FSI Participates in O’Berry Center Golf Tournament
2011 marks the fourth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along with two guests participated in the Foundation’s 19th annual event…
How’s Your Budgeting Coming Along?
So you’ve started tracking your budget, congratulations! But now, you may be second-guessing a few of your category choices, or find yourself going over-budget each month. We’ve compiled a few ideas to try to help you get back on track….
Cameron Hendricks joins Financial Symmetry
Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist. Cameron joins the firm after participating in FSI’s financial planning internship program in the spring of 2010. He recently graduated from…
Client Appreciation Night with the Durham Bulls
On Thursday, August 4th, the team at Financial Symmetry hosted The First Annual Client Appreciation Night. Dozens of clients enjoyed a night of burgers, beer and baseball as the Durham Bulls took on the Lehigh Valley Iron Pigs. Although the…
FSI Tees Up for Golden on the Green
For the past several years, Financial Symmetry has sponsored and participated in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the past 10 years, benefits…
