• Mark Fonville, CFP

Financial Advisor IQ Spotlights Katherine Fonville on Framing Investment Risk


Understanding how much risk you are taking with your investment is important. The problem is that many investors may perceive risk differently depending upon how the risk is positioned.


That's why is so important to have a financial advisor who knows how to communicate investment risk in a way you understand.


Get your Retirement Checklist of over 30 things that you need to think about for your retirement.


Katherine Fonville talks about how she frames the risk conversation with clients in this article from Financial Advisor IQ: When Framing Risk, Talk Dollars, Not Percentages.


Read more by clicking here.


Get in Touch With Us


Mark Fonville, CFP®

Mark has over 18 years of experience helping individuals and families invest and plan for retirement. He is a CERTIFIED FINANCIAL PLANNER™ and President of Covenant Wealth Advisors.


Schedule a free intro call with Mark



FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018