Finding Trustworthy Financial Advice

While we are not able to assist you at this time, we would like to pass along some information to assist you in your search for a financial advisor:

  • Look for a CFP® professional (Certified Financial Planner) with experience working with clients in your situation and state of residence.

  • We strongly recommend that you work with an adviser who is a fee-only fiduciary. You can read about our fiduciary commitment and how fee-only reduces bias on our website.

  • There are a few websites that we'd recommend searching by specialty and location. These sites only list fee-only fiduciary advisers:

    • GarrettPlanningNetwork.com (The Garrett Planning Network) - Garrett planners commit to accepting clients on a project basis without investment minimums or requirements

    • NAPFA.org (National Association of Personal Financial Advisors) - NAPFA is the largest association of fee-only advisers; only some work on a project basis.

    • XYPlanningNetwork.com (The XY Planning Network) - Many XYPN advisers will work on a project basis and all will work with clients virtually, which is helpful if you can't find a local adviser.

We hope these tips will help you find an adviser that is a good fit for you.

If you’re looking for an online course to learn a no-budget method of cash flow management, we’re thrilled to be able to offer Moneymentals® at no cost to you! Click here to learn more.

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