Find financial planning professionals and other resources to help with retirement, investing, credit repair & more. From The Financial Planning Association.

May 16, 2025 · A financial planner is an advisor who helps clients manage their financial affairs and work toward long-term financial goals. Many hold a professional designation.

A financial planner is a professional who takes inventory of your finances and then creates a plan to help you meet your needs and long-term goals.

Aug 27, 2025 · But if you don’t know how to invest or what to invest in, it may make sense to call in an expert financial planner. The planner can help you make smart decisions and avoid …

Mar 26, 2025 · Finding a good financial advisor you can trust can be difficult. Here's how to get started.

Whether you are seeking one-time advice or a more holistic roadmap for your financial future, a CFP® professional is your trusted guide in the process. Explore the many financial topics a …

Dec 16, 2025 · Learn the differences between financial advisors and financial planners, including services offered, fee structures and which might suit your financial goals.

Jun 10, 2025 · A financial planner can help you create and refine a financial plan to reach your long- and short-term financial goals. Learn more here.

Find a fee-only financial advisor near you with the Find an Advisor tool from the National Association of Personal Financial Advisors. Visit us today to learn more.

Learn what financial planning is, what financial planners do, and how to start your career. Explore paths to CFP® certification, career guides, and job opportunities.

May 26, 2025 · Learn about Financial Planners, including the roles, types, and planning areas. Discover the importance of using a financial planner and how to choose one.

A financial advisor is anyone you pay to recommend investments, assist you with financial planning, or buy and sell securities on your behalf. But there are several specific types of …

Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or …

Sep 19, 2024 · Discover the top financial planners of 2024. Compare trusted advisors, explore their services, and find the best fit for your financial goals.

5 days ago · Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this rewarding career.

Sep 18, 2023 · Financial planners can provide big-picture financial guidance or specialize in areas like retirement planning or asset allocation.

Explore the roles and responsibilities of a financial planner to guide your financial journey. Learn the difference between a financial planner and a financial advisor, key tasks they perform, how …

Oct 30, 2023 · List your assets & liabilities, outline your income & expenses, get your financial documents in order while meeting your financial advisor for the first time.

Financial planners can come from a variety of backgrounds and offer a variety of services. They might be brokers or investment advisers, insurance agents or practicing accountants—or they …

Aug 6, 2025 · A financial planner is a type of advisor who can help you set and meet long-term financial goals. Here's how to choose a financial planner for you.

Find financial planning professionals and other resources to help with retirement, investing, credit repair & more. From The Financial Planning Association.

Jul 14, 2025 · Learn what financial planning is, why it matters and how to create a personalized plan to manage your money, reduce stress and reach your goals.

Learn how to choose a CFP® professional, what to ask, how they’re paid, and why fiduciary duty matters when selecting a financial advisor.

Dec 31, 2025 · Discover the daily tasks and skills of financial advisors, from client management to financial planning, and how they balance diverse responsibilities.

Feb 19, 2025 · Download financial planning templates for business and personal planning and analysis, financial projections, goals, and more.

6 days ago · For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions.

1 day ago · Trust Your Financial Plan When political headlines feel chaotic, financial planners say it’s important to remember why the financial plan exists in the first place. According to …

15 hours ago · This Group Wants to Help Financial Planners Prepare. The Financial Planning Association is launching a portal, FPAi, that will serve as an AI content library for its members.

Dec 8, 2025 · It doesn’t provide legal, tax, accounting or financial advice and isn’t a financial planner, broker, lawyer or tax adviser. Consult with your own advisers for guidance.

6 days ago · Learn about the five financial planning software programs that are most commonly used by professional financial advisors.