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Financial Planning Basics

Analyzing your Financial Status

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  • Financial Planning

    In this video David John Marotta explains the importance of financial planning and budgeting.

  • Financial Planning Services

    In this video, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP®, describes the four important steps to take when choosing a financial planner.

  • Financial Planner Fees

    In this video, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP®, describes the four important steps to take when choosing a financial planner.

  • Choosing a Financial Planner

    In this video, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP®, describes the four important steps to take when choosing a financial planner.

  • Looking for & Choosing a Financial Planner

    In this video, financial planning professional and member of the Financial Planning Association®, Mark Johannessen, CFP®, describes the four important steps to take when choosing a financial planner.

  • How to Save Money

    In this video, financial planning professional and member of the Financial Planning Association®, Tracey Baker, CFP® describes the four important steps to saving money.

  • Why is it important to teach my kids about money?

    In this video, Deputy Editor of Kiplinger's Personal Finance and author Janet Bodnar answers questions on the many issues surrounding what kids should know about money.

  • How to Teach Your Kids About Money

    In this video, Deputy Editor of Kiplinger's Personal Finance and author Janet Bodnar answers questions on the many issues surrounding what kids should know about money.

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    In this video, parenting educator Dr.

  • When should parents introduce the concept of money?

    In this video, parenting educator Dr.

Financial Planning Association
Financial Planning Association
www.FPAforFinancialPlanning.org  
1-800-322-4237

Analyzing your Financial Status

In this video, financial planning professional and member of the Financial Planning Association®, Alexandra Armstrong, CFP®, describes the six important steps in the financial planning process. This video is designed for individuals who would like to create a financial plan and achieve their goals. This video series includes an overview of establishing your goals, gathering data for your financial plan, analyzing and evaluating your financial status, developing and implementing the plan and monitoring the plan and making necessary adjustments.

This expert: 7,066 views

This series: 1,658 views

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