CFP Let's Make a Plan

A financial plan works best when it reflects who you are and where you want to go. The right CFP® professional can help you build a plan with confidence and clarity.

Working With an LGBTQ+ CFP® Professional Advocate – Why It Matters Choosing a CERTIFIED FINANCIAL PLANNER® professional who aligns with your specific needs and goals is important. If you’re part of the LGBTQ+ community, you may want to seek out an LGBTQ+ CFP® professional. Below are five ways that an LGBTQ+ CFP® professional can help you. As an LGBTQ+ individu...

The financial side of special needs planning can feel overwhelming. Learn how special needs trusts and thoughtful planning can help protect benefits and provide long-term support in the latest article from CFP Board Ambassador Bryan Jepson, MD, CFP®.

Special Needs Trust: Financial Planning for Families Learn how a special needs trust can support a loved one with a disability, protect assets, and help maintain government benefits.

Vacation mode 🤝 financial peace of mind. Think of mid-year as your financial summer check-in.

Why You Should Have a Mid year Check-in With Your CFP Professional It’s summertime, and everyone is feeling good! Not many people are thinking about financial planning right now. Usually, clients like to think about money during tax season, at the beginning of the year and in the fall. Although clients typically don’t want to meet in the summer, this is a great...

Your portfolio deserves more than a once-a-year glance.​ Read more from CFP Board Ambassador Charles Weeks, CFP® on optimizing your investments mid-year.

Mid-Year Portfolio Review: Optimizing Your Investments It’s easy to select aggressive answers on a risk questionnaire or choose investments with the highest past returns. However, living through the volatility required to earn those stock market returns is another story.

Build a financial plan that keeps moving the ball forward with the help of a CFP® professional. Find your CFP® professional today.

Let's Make a Plan A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

Let's talk about the elephant in the room. 🐘💸 Money conversations may feel awkward, but avoiding them doesn't make them go away. Read more from CFP Board Ambassador Scott Ward, CFP® on navigating financial surprises in a new marriage.

Awkward Money Moments for New Couples Learn how new couples can navigate awkward money moments through honest conversations, practical next steps, and CFP® professional guidance.

One person wants the tasting menu. The other wants to save for a house. Both are valid. Different spending styles don’t have to mean financial conflict.

Love, Money and Compromise: Managing Lifestyle Differences in Relationships Every relationship requires compromise, but when it comes to money, compromise isn’t sacrificing your identity.

Summer camps. Family trips. Childcare. Snacks. So many snacks. ☀️💸
Get practical budgeting tips from Autumn Knutson, CFP®, and learn how to make the most of summer while keeping your finances on track.

School’s Out — Now What? Smart Money Moves for Parents When the Bell Rings Plan for summer expenses with budgeting tips for camps, childcare, activities, and savings while keeping family goals on track.

Financial planning looks different for everyone, and your future deserves more than guesswork. 🏡✨​ Learn how thoughtful financial planning can help support stability, confidence and long-term goals.

Financial Guide for Young LGBTQ+ Adults | Tips on Budgeting, Saving & Credit A practical financial guide for young LGBTQ+ individuals. Learn how to budget with awareness, save for gender-affirming care, build credit, create an emergency fund, and plan for long-term security—all tailored to your unique journey.