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Choosing a Financial Planner

Choosing a Financial Planner

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  • Financial Planning

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

  • Gathering Data for your Financial Plan

    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.

  • 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.

  • Developing a Financial Plan

    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.

  • Implementing the Financial Plan

    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.

  • Financial Planning Basics

    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.

  • Financial Planning - Establishing Goals

    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.

  • Monitoring the Financial Plan & Making Adjustments

    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.

  • 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.

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

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. This video is designed for individuals trying to decide if they need the services of a financial planner. This video series includes an overview of knowing when you need the services of a financial planner, looking for a financial planner and choosing the right one, the importance of full disclosure and how to contact a financial planning professional.

This expert: 6,907 views

This series: 1,353 views

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