Resources

    Find A Certified Financial  Planner:

    To find a Certified Financial Planner use the Financial Planning Association Planner Search tool.

    We encourage you to use the advanced search feature so you can explore the wide range of specialties.

    We also encourage you to evaluate all compensation arrangements. The definition of fee only has become so narrow you may find your search results too limited.

    Find Free Consumer Resources and Worksheets:

    The Financial Planning Association supports and partners with The Foundation for Financial Planning to provide a wide range of free consumer resources.

    Use this link to access the following list of  free resources and worksheets

    http://www.foundation-finplan.org/consumer-resources

     


     

    Use this link to access the following free resources and worksheets

    http://www.foundation-finplan.org/consumer-resources

    What is Financial Planning?  PDF

    Financial Prescription  PDF

    Accomplishing Financial Mission Workbook  PDF (military population)

    Navigating Your Financial Roadmap Workbook  PDF (all populations)

    Financial Fire Drill Workbook  PDF (all populations)

    Current Spending Plan  Excel

    Future Spending Plan  Excel

    Monthly Budget  Excel

    Family Goals Excel

    Family Balance Sheet  Excel

    Credit Card Payoff Calculator  Excel

    What Makes Up Your Credit Score?  PDF

    Finding the Right Bank  PDF

    Saving Basics  PDF

    Debt Management Worksheet  Excel

    Social Security and Benefits  PDF

    What is a 401(k)?  PDF

    Advantages of a 401(k)  PDF

    Roth vs. Traditional IRAs  PDF

    College Cost and Earnings Return  PDF

    Selecting a Credit Card  PDF

    Disaster Relief Information  PDF

    You will also find Free Financial Tools and Other Helpful Links

    Personal Financial Index (PFI):  Interested in checking your personal financial index? PFI is a comprehensive financial benchmark for individuals and families. Click the link to check your proficiency in managing your personal finances.

    What’s My Score?: Everything you need to know about your credit. The site includes information and tips about managing and controlling your credit as well as resources designed to help you.  Information is also available for educators, parents and students.

    FDIC Money Smart: FDIC’s financial education curriculum is designed to help individuals learn the basics of personal finance. Click the link to participate in a self-paced version of Money Smart and begin taking control of your financial future.

    Practical Money Skills: a free Web site designed to help educators, parents and students practice better money management for life.

    Smart About Money (SAM): Nonprofit. Noncommercial. Unbiased. SAM is trustworthy, dependable, and knowledgeable—did we mention SAM stands for Smart About Money?

    NFCC Consumer Tools: The National Foundation for Credit Counseling (NFCC) promotes the national agenda for financially responsible behavior and builds capacity for its members to deliver the highest quality financial education and counseling services. Call 1-800-388-2227 to speak to a counselor near you. Para ayuda en Español Ilama al 1-800-682-9832.