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.
If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...Read More >
What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...Read More >
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...Read More >
When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...Read More >
In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...Read More >
How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...Read More >
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...Read More >
It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...Read More >
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...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 >
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.