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Create Your Financial Future
Set realistic financial goals and put them into action with the
help of a CERTIFIED FINANCIAL PLANNER™
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Find Your Financial Planner Now
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Financial planners listed reflect FPA CFP® Professional members who have created a profile. If a CFP® professional is not listed, this is not reflective of membership or certification status.
Choosing a CERTIFIED FINANCIAL PLANNER™ Professional
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.
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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.
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CERTIFIED FINANCIAL PLANNER™ professionals can help you with big picture planning as well as portfolio management. A good resource for finding a CERTIFIED FINANCIAL PLANNER™ professional is the Financial Planning Association’s website, PlannerSearch.org.
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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.
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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.
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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.
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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.
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Planning for Life
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.
Financial Planning Resources
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Starting a Family
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...
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A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
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As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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What is The Financial
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.