Financial Planning
Work with a CFP® to receive a free assessment of your current financial situation and actionable recommendations for improvement in planning your financial future.
The Financial Planning Program is designed to connect Marylanders to a professional, quality financial plan on a range of topics and goals, including: investing, homeownership, college funding, and wills and retirement planning. Financial Planners Association of Maryland has a pro bono program where someone can meet one on one with a trained professional.
A Certified Financial Planner might be right for you if…
…your financial goal is related to:
- Investing
- Insurance
- Achieving a long-term savings goal (e.g., retirement planning, college savings, homeownership)
- You just received or will be receiving pension benefit(s) or a large payment from a settlement
- You’re interested in short-term support (up to two sessions)
To get connected with a Certified Financial Planner® through their Advisors Give Back program click below.