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How A Financial Planner Can Help You...
 Like most people, you have hopes, dreams and life goals for yourself and your
family. These might include buying a home or business, saving for college
education for your children, taking a dream vacation, reducing taxes and
retiring comfortably. Financial planning is the process of wisely managing your
finances so that you can achieve your dreams and goals—while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
Managing your personal finances is ultimately your responsibility. However, you don't have to do it alone. A qualified financial planner, such as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, can help you make decisions that make the most of your financial resources.
Financial planning can help you:
- Set realistic financial and personal goals
- Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
- Put your plan into action and monitor its progress
- Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets, and tax laws
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FIND A PLANNER
- PlannerSearch is a consumer service created by FPA® to assist members of the public in finding a CERTIFIED FINANCIAL PLANNER™ professional who helps clients meet their financial needs and goals. FPA believes that everyone needs objective advice to make smart financial decisions, and that when seeking the advice of a financial planner, the planner should be a CFP® professional.
FPA CONSUMER BROCHURES
• Brochures on timely personal finance topics to help you make smart decisions about your financial future
Request a Brochure
FPA FINANCIAL PLANNING PERSPECTIVES (FPP) ARTICLES
• Monthly series of consumer-oriented articles designed for use by media outlets that cover personal finance
Current Articles
August 2008
Too Diversified? Not Diversified Enough?
Planning a Move? Make It A Smart One From A Money Perspective
Thinking About Working Abroad? You're Going to Need Detailed Planning
July 2008
Think Credit Counseling is the Answer to Your Debt Problems?
Peer-To-Peer Online Lending Sites-Good Deal or Risky Last Resort
More Single and Unmarried Households Require a Unique Plan
June 2008
Planning a Mid-Career Return to College?
Buying Your Family's Health Care Coverage?
Affording Your Pet's Cat-Astrophic Illness
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