Get Free Financial Planning Advice

August 25, 2008 by  
Filed under Investing, Retirement Planning

Most everyone can benefit from one-on-one financial planning advice provided by a competent professional who works on a fee-only basis. 

It would be particularly sweet to get such advice for FREE.  Now you can.

The Certified Financial Planner Board of Standards is offering free financial planning clinics in Washington D.C. on September 13, 2008 and in Miami on November 15, 2008.  In each case, a Certified Financial Planner will work with you one-on one at no charge and with no further obligation.  (They even promise not to try to sell you anything or contact you after the clinic.)   For more information, go to their website at

Another place where you can often get free advice from a Certified Financial Planner is at your local library.  I visited our library this past weekend to catch up on my PF magazine reading.  I found a brochure for an upcoming free retirement planning clinic offered by two local CFP planners.  These are not individual sessions but it’s still a convenient way to get solid information without charge and to assess whether you would benefit from follow-up individual sessions.  Mr. ToughMoneyLove recommends that you ask your local library or adult education office to notify you of any upcoming free educational sessions like this.

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2 Responses to “Get Free Financial Planning Advice”
  1. hank says:

    You’d actually be surprised how much advice you can get from a handful of places on their “initial consultations” if you say you’re going to put your money with them. They’re in the business of making people happy too, and proving their worth is done from interview one. It can get old if you use them 2 or 3 times without going forward, but there are a lot of them out there to toss the questions around at. :)

  2. Hank – Good point but again I am concerned about PF advice from anyone except those who charge a fee based on time spent, not assets invested. Also, it would be hard to get a complete plan together in an initial consultation. But, if you had a specific question your suggestion would be a good one.

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