FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.

Free Financial Roadmap
Whether it is getting a jump-start on planning for a family and retirement, or fine-tuning your financial plans so you can make that next big purchase, this easy-to-use, interactive tool will lead you through a process that evaluates your goals and helps you understand whether or not you are financially on track.

Money Makeover
Do you have a unique financial situation you need help with? Request a money makeover.

Social Security Predictor
Will you get the money you've been promised? According to the Social Security Administration, Social Security won't have enough funds after 2037 to pay out full benefits. So where does that leave you? Your kids? Grandkids? Use this tool to get general estimates of your benefits.

Articles, Books & Checklists
FPA publishes articles, books and checklists that address a timely personal finance topics.

Brochures, Guides & Worksheets
FPA offers how-to guides, brochures and worksheets on a variety of topics including budgeting, retirement planning, starting a financial plan, and more.

Tip of the Week
Weekly tip that address a timely personal finance topic.

Audio, Video & Webinars
FPA provides audio, video and Webinars to help people navigate the variety of options, selections and considerations for managing finances.

RSS Feeds

Helpful Links
As you begin your financial planning journey, we encourage you to visit these Web sites to learn more about financial planning.

Additional Resources:

Educational Seminars
FPA can identify a guest speaker to help educate your constituents on the value of financial planning. Whether you want an expert to talk with employees about retirement plans or you'd like to host a program for your members about developing a household budget, FPA speakers can address virtually any personal finance and money management topic.

Financial Assessment System/Money 101
The Financial Assessment System (FAS) is a Web-based financial education and data collection resource that can aid planners who provide one-on-one pro bono financial planning to underserved populations.

FAS's two-pronged approach guides you through a financial education tutorial via the system's Money 101 program from anywhere you have Internet access. While walking through the basics of banking, credit and budgeting, you are asked to enter your financial data, which is automatically compiled into a downloadable report highlighting common financial concerns. This same report can be accessed by an FPA pro bono volunteer who can then provide more in-depth assessment and advice. To request access to this resource, please email fpaprobono@fpanet.org.

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The +studentaid.com College Cost & Planning Report™ is a personalized college planning service that takes the mystery out of what college will really cost and how to pay for it. Get a 10 percent discount when ordering this report from the Financial Planning Association®!

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