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Certified Financial Planners

A Certified Financial Planner (CFP) is a financial adviser who has met the rigorous educational, experience, and examination requirements to earn the CFP designation from the Certified Financial Planner Board of Standards in the US, or the Financial Planner Standards Council in Canada. Although ther ...

Best Financial Advisors

Choosing a financial adviser is a process that requires time, patience, and a clear understanding of what you are looking for in a financial professional. While there are many experienced, qualified financial advisers in the industry, finding the one that matches your style, expectations, and financ ...

What is Financial Planning

Financial planning is the process of assessing your current financial situation, establishing future financial objectives, estimating current and future needs, and developing a plan to meet them. Financial planning often involves a combination of budgeting, investing, asset allocation, risk assessme ...

Fee Only Financial Planners

There are many different varieties of financial advisers. Broadly, they are: advisers who charge commissions on trades, advisers who charge account fees, and fee only financial planners. Fee only financial planners are paid only by their client and do not receive commissions or load fees from invest ...