Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

With all the uncertainty in the world, why not plan for success? Financial planning is not a “one-size-fits-all” approach. True financial planning should consider every aspect of your past, present, ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Whether you’re trying to get a firm grasp of your personal situation or that of your business, financial planning can seem like a tough feat, especially if you’ve never sat down to develop a ...

Embarking on a journey to financial stability requires a well-thought-out plan. The first step is to establish SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound. These goals ...

Budgeting can help you gain more control over your financial situation and meet your goals. You don't have to start from scratch and create a budget spreadsheet manually. Premade templates make ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

What a one-time financial plan is and is not Let’s first discuss the purpose of a one-time financial plan and its benefits. At its core, a one-time financial plan is intended to provide a detailed ...

Unlike America’s largest banks, you and your business are not too big to fail. No one is coming to save you or your company should your finances hit a rough patch. That’s why it’s essential to have a ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...