My pledge to you: Five core commitments.
What you can expect from me
In my dealings with clients, I, Josh Gallogly, CFP®, EA, pledge to be:
Holistic in outlook. I will consider everything I know about your relevant circumstances, needs, goals, values, and aspirations when making recommendations.
Professional in conduct. I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
Educational in nature. I will guide you through your options and explain them clearly to help you make the best choices. I will take the time to help you understand my advice.
Independent in compensation. I will not take a commission when making a recommendation or accept a referral fee from another professional. You will receive objective advice from me.
Committed to your success. Financial planning is a process and not an event. If after our initial engagement your life goals and circumstances change, I am committed to being available for future consultations to ensure your plans remain on track.
Josh Gallogly, CFP®, EA
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®
Milestones Financial
Common questions about my approach
Your Title Goes Here
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Why is financial planning a “process and not an event” at Milestones Financial?
Life goals and circumstances change over time. I remain available for future consultations to help ensure your financial roadmap stays aligned as your life evolves.
What does “holistic in outlook” mean for my plan?
It means I consider everything relevant—your circumstances, needs, goals, values, and aspirations—when making recommendations, so your financial roadmap aligns with your life.
How do you ensure you provide objective financial advice?
I’m independent in how I’m compensated. I do not accept commissions, referral fees, or any compensation based on my recommendations, ensuring that all financial advice is objective and solely in your best interest.
A long-term commitment to your financial success
This pledge reflects how I work with every client. My goal is to provide clear, independent advice that evolves with your life and keeps your financial roadmap on track. I remain available as your needs change, offering guidance you can rely on over time.