Financial Planning Services
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In this video David John Marotta explains the importance of financial planning and budgeting.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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In this video, financial planning professional and member of the Financial Planning Association®, Tracey Baker, CFP® describes the four important steps to saving money.
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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.
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In this video, Brad Barnett, Senior Associate Director at James Madison University, talks about completing the right type of financial aid application.
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