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.
Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...Read More >
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...Read More >
The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...Read More >
Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...Read More >
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...Read More >
Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...Read More >
With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...Read More >
It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...Read More >
Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...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.