Skip to main content
CFP Board LMAP Logo
Favorites
Search Let's Make a Plan
Find a CFP® Professional
Please select a location from the dropdown.
Topics A-Z

Wealth Management

As you start to build your savings, you may have extra financial-planning needs including how to invest the money, save on taxes, protect your assets, reach your goals, and pass money to help your children, grandchildren or a charity.

From Me to We: A Guide to Balancing Finances and Independence

Discover how to balance finances and independence in a relationship with practical tips from Akeiva Ellis, CFP®. Learn how to combine finances, set joint goals, create a "fun money" allowance, and maintain autonomy while building a life together.

Find a CFP® Professional

Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CERTIFIED FINANCIAL PLANNER™ Professional Search