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Money Management: Financial Plans

Where to Look for a Financial Advisor

     If you want to hire a financial planner to help you create and meet financial goals for your future, make sure that your financial planner is a CFP (certified financial professional), meaning that they have passed the rigorous exam administered by the Certified Planning Board of Standards. The CFP Board's website offers a nationwide database you can use to find a licensed financial planner in your neighborhood.

     If you want to hire a financial advisor who can buy and sell financial investments (such as stocks, bonds and mutual funds) for you, or create an individual retirement account for you, be aware that FINRA (The Financial Industry Regulatory Authority) offers a nifty database called BrokerCheck. Use BrokerCheck to not only see if your financial advisor or investment firm is registered with the SEC but also to check on their educational background, experience and whether they have any regulatory complaints or disciplinary actions filed against them.

Finding a Financial Planner


Use the Financial Planning Association's Find Your Financial Planner Now database to find a licensed certified financial planner in your neighborhood.

Choosing a Financial Advisor

Additional Resources for Financial Planning

360 Degrees of Financial Literacy

360 Degrees of Financial Literacy is a free resource offered by the American Institute of CPAs, who provide information on Credit & Debt, and Spending & Saving, along with many financial calculators. A helpful section on talking to your kids about money is included. 


   High School Financial Planning Program®

The High School Financial Planning Program® (HSFPP) is a free, all-inclusive and straightforward personal finance curriculum, designed with teens, ages 13-19, in mind. The program can be used in classrooms or during one-on-one sessions.



The provides tools for helping parents and educators teach children and teens to manage money wisely and to develop sound financial habits. (The is endorsed by the American Library Association as a Great Web Site for Kids.)

The library has several Books and eBooks on financial planning and personal finance topics. You can click on the links to subject headings below to find pertinent titles in the library catalog.

Finance, Personal

Financial Literacy

Savings accounts

Home Economics - Accounting

Financial Security


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Take steps towards financial stability by meeting with a financial coach from the Financial Coaching Corps of The Community Service Society, free at the Business & Career Center at Central Library.

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