About the Profession

The financial planning profession exists to help and guide people to achieve their financial goals and dreams.

The Financial Planning Process

Whether trying to save for a home, college or retirement you need a plan - that's where a Certified Financial Planner comes in. They help plot the course that will meet current financial obligations and still allow for savings towards your financial goals.

  • Establish Goals
    • Personal and Financial
    • Long- and Short-Term
  • Develop a Plan
    • Assess All Existing Resources
  • Implement Plan
  • Review Plan Periodically
    • Make Adjustments if Necessary


Not every planner is a Certified Financial Planner™ Professional. In order to use the title and trademark of CFP® a planner must meet the qualifications, as specified by the Certified Financial Planner Board of Standards, Inc.

For more information on the CFP Profession Click Here.