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Ten Questions to Ask Your Financial Advisor

Why Choose a CFP® Professional

Although many professionals call themselves "financial planners," only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest. No matter where you are in life, you’ll find confidence in working with a CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.

Learn What a CFP® Professional Can Do for You

Whether you are dealing with major life changes, planning for retirement, or simply deciding where to invest and save your money, a CFP® professional can help you navigate all aspects of your finances. Select the category that best describes you, and learn what a CFP® professional can do for you.

Ten Questions to Ask Your Financial Advisor

Learn More About Financial Planning

  • 5 Inheritance Mistakes to Avoid

  • Post-Graduation Financial Planning

  • Your Retirement Plan: Set It, But Don’t Forget It

CAN YOU TELL THE DIFFERENCE?

Not all financial planners are what they appear. If they're not a CFP® pro, you just don't know. Find a CFP® pro who's properly vetted on LetsMakeaPlan.org. CFP®: Work with the highest standard.

CFP® Pro Tip of the Week
with Jill Schlesinger, CFP®

Is your college grad planning to move back home? Here are some tips to help keep communicatons open and expectations clear.