Let's Make A Plan.
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP® professional can help you. Select the category that best describes you, and learn what a CFP® professional can do for you.
Ten Questions to Ask Your Financial Advisor
Believing that women are somehow naturally inclined to make mistakes with their finances is just one misconception about women and money that’s overdue for a change. See how women today actually interact with their finances and how that has changed many financial situations for the better!
Here are seven principles of psychology you can use to help improve your financial health. These concepts will help identify why you treat money as you do.
As a CERTIFIED FINANCIAL PLANNER™ professional, I get a lot of questions about financial topics. Here are seven answers to the most frequently asked questions about CFP® professionals.
Financial Tips and Expert Advice.
Watch one of CFP Board's latest commercials, featuring a couple meeting with their CFP® professional to build a financial plan that spells success for them. Find your own CFP® professional today.