Welcome to The Center for Holistic Education in Retirement Planning, Ltd
"Better financial education to more People"
“Like any other form of learning, financial education should ideally start at an early age. This process should also continue throughout life as it helps people gain the necessary skills required to make sound financial decisions.” – Alan Greenspan, economist
About Us
Our History
Our History
Our History
CHERP's organizational committee surveyed the then existing use of adult financial education 501(c)(3) options as used in the financial services arena and saw real need for improvement. CHERP created current material, presentations, and an approach truly aimed at educating the general public in all areas of financial planning to provide b
CHERP's organizational committee surveyed the then existing use of adult financial education 501(c)(3) options as used in the financial services arena and saw real need for improvement. CHERP created current material, presentations, and an approach truly aimed at educating the general public in all areas of financial planning to provide better financial education to more people. CHERP has been in existence in practice since 2018 and was recognized by the IRS as a 509(a)(2) Public charity and is exempt from federal income tax under IRC Section 501(c)(3) starting in 2022.
Our Mission
Our History
Our History
CHERP's mission is to provide better financial education to more people. We accomplish this mission primarily by working outside the traditional system of schools, colleges, universities, technical, or trade schools. In this fashion, CHERP provides opportunities for both the public at large and those most at need to develop and expand the
CHERP's mission is to provide better financial education to more people. We accomplish this mission primarily by working outside the traditional system of schools, colleges, universities, technical, or trade schools. In this fashion, CHERP provides opportunities for both the public at large and those most at need to develop and expand their knowledge and financial literacy with respect towards personal financial improvement and retirement planning. To achieve those goals, CHERP works directly with its members to empower them as financial educators. Any financial benefits gained will be distributed in the form of donations to children's shelters and other worthy causes with the intent to provide better financial education to more people.
Why CHERP?
Our History
Why CHERP?
CHERP presentations are designed to provide the public with a starting point to understand the current and future financial problems they are likely to encounter and the language used in the financial services industry in designing plans geared to solve those problems.
The industry standard is brand-specific advertising from huge compani
CHERP presentations are designed to provide the public with a starting point to understand the current and future financial problems they are likely to encounter and the language used in the financial services industry in designing plans geared to solve those problems.
The industry standard is brand-specific advertising from huge companies with their own agendas and sales presentations that are generally a somewhat disingenuous story describing a situation for which the presenter has a specific product to take off the shelf to propose as the only solution whether or not the consumer truly has a need for that product.
The CHERP approach explores multiple problems the public will encounter driven by the existing economic environment. Then, multiple solutions are discussed as potential solutions, depending upon different needs of different people as driven by individual circumstances.
The CHERP approach thus leads to better teamwork, trust, and ultimate outcomes. Later, when the public is working with their chosen financial advisers in private to design their own personal financial plans, they feel more confident in understanding and selecting not only the adviser they work with, but their own individual needs and how to select the specific available solutions to fill those specific needs.
CHERP members give the public education, not advertisements.