The internet is filled with promises of wealth and get-rich quick schemes. NAPFA members take a comprehensive approach to financial planning. They’ll help you identify your goals and dreams and create a road map to follow. Most clients appreciate this long-term approach and relationship. If you are interested in returning to this area in the future, we invite you to become a registered user and save your favorite selections. We do not share the personal information of registered users with our members, or anyone else. Use NAPFA’s popular Checklist as a quick pre-screening tool when you talk to a potential advisor. NAPFA’s Diagnostic tool not only gives you great questions to ask, it explains many of the answers an advisor might give.
How to choose a financial professional and other valuable information from the University of Illinois Extension.
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