A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Explore how financial advisors and financial planners differ.

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

Learn the ins and outs of comprehensive financial planning, from defining its components to implementing the right strategies ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...