Financial Planning's mission has been to deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. Our loyal audience consists of powerful and action oriented financial advisors who rely on us to provide news, opinion, expert advice and practical business building ideas that independent financial planners need to be successful. Their primary concerns are their clients (building relationships), their practice (building and managing their business) and managing their client's portfolios.
Garrett Planning Network
Garrett Planning Network is a nationwide network of independent, Fee-Only financial planners making competent, objective financial advice accessible to all people.
MoneyGuidePro has been the most-used financial planning software for six straight years, according to Financial Planning’s survey of RIAs.
Money Tree Software
Create and deliver financial plans anytime, anywhere with Money Tree Software's online editions.
BalanceTrack, a personal finance education program brought to you by your financial institution.Dedicating time to financial planning can help you protect the assets you have now and increase your wealth in the future. This module covers the basic elements of financial planning.
Financial Planning Association
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA's unique network of nationwide chapters encourage professional development and networking on a local level.
Financial Planning for Beginners
Especially if you are married and have at least one child, you and your spouse should have a living trust, a will and an advance directive for each of you. Unless you have mountains of debt, life insurance probably is not essential.