8 Manor Road
Fairfax, CA 94930
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Comprehensive Financial Life Planning
Sustainable, Responsible Investing
About My Practice
You will gain:
Clarity regarding your current financial situation.
A compelling vision of your ideal financial future.
A step by step plan that guides you from where your are right now to your ideal financial future.
Many people feel overwhelmed and anxious because they lack a plan that will lead them to financial freedom. At Encore Wealth Advisors we will help you create a roadmap that will clarify and guide you toward your ideal financial future. Schedule a call today to take your first step on the road to Financial Freedom.
About Mark Stempel
With over 15 years experience as a Certified Financial Planner®, Enrolled Agent and former IRS Auditor, Mark offers fully integrated tax and financial planning. Mark holds a B.A. in Philosophy from Hartwick College and an M.A. in Psychology from Duquesne University. He is a Registered Life Planner and is certified as a professional coach through the Newfield Network and New Ventures West. Mark is a member of the National Association of Personal Financial Advisors. He also co-authored a book with Mark Victor Hansen entitled “Create the Business Breakthrough You Want: Secrets and Strategies from the World’s Greatest Mentors.” Ken Blanchard has referred to Mark as “one of the best business minds today”.
Mark holds a third degree black belt in the Japanese martial art of Aikido. He is a life-long learner who is currently studying Tai Chi and Qigong. He lives in Marin County with his wife, Marie, and Bombay cat, Godiva.
Mark Stempel works with professionals who are struggling to get a handle on their financial future. He knows firsthand how frustrating this can be, so he created The Financial Roadmap to help professionals gain the clarity they need to achieve financial freedom.
Certified Financial Planner
NAPFA Registered Financial Advisor
Enrolled to practice before the IRS
Member of NAPFA
Flat rate for Financial Strategy Session
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