Set realistic financial goals and put them into action with the help of a
Choosing a CERTIFIED FINANCIAL PLANNER® 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™ professional to help you navigate your own numbers to determine what makes sense to you.
The best approach is to work with a CERTIFIED FINANCIAL PLANNER™ 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™ 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™ 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™ 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.
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
Read More >
When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
Read More >
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
Read More >
A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
Read More >
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
Read More >
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
Read More >
Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...
Read More >
Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
Read More >
Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...
Read More >
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...
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.
View List of
Financial Planners