Set realistic financial goals and put them into action with the
help of a
Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many CFP® professionals specialize in working with certain types of clients, such as small-business owners, executives or retirees. Some specialize in certain areas of planning such as retirement, divorce or asset management. We recommend you interview at least three CFP® professionals to find the right one that best serves your needs.Learn More
Evaluate your full financial picture or work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional to help you navigate your own numbers to determine what makes sense to you.
Work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who is required to complete extensive training and continuing education and can help you with big picture planning as well as portfolio management. A good resource for finding a CFP® professional is the Financial Planning Association’s website, PlannerSearch.org.
The best approach is to work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who will provide a customized plan to help you understand the risks and provide a roadmap for a successful retirement.
The best approach to determine how fast you can and should eliminate debt is to work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. These individuals are highly trained and specialize in improving the financial well-being of single professionals, couples and families.
If you’re looking for broad-based advice about various aspects of your financial life, hire a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. These professionals must pass an extensive exam and meet other education and ethics requirements to gain the credential.
The Financial Planning Association (FPA), a professional membership organization for the financial planning community, is a good place to find a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. FPA member planners can help people assess their financial health, set realistic financial and personal goals, and develop comprehensive plans to meet those goals.
FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner. Below are a selection of these helpful resources. Visit our Planning for Life Events page for more helpful resources.
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...Read More >
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It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...Read More >
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.