Investor

Financial Planning can be broadly defined as that process of determining an individual or organization’s goals and priorities and, after considering resources and capabilities, coming up with a plan or a course of action to meet those goals. Often a Certified Financial Planner (CFP)® will be utilized to assist with the development and execution of such a plan.

The articles found herein explore some of the aspects of personal financial planning. For more information, visit any of the following links:

• Certified Financial Planning Board of Standards
• National Association of Personal Financial Advisors (“NAPFA”)
• Saving for College
• Tax Guide for Investors

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