NAPFA Strategic Framework

NAPFA’s mission is to provide networking opportunities, education, business development, and advocacy to promote the professional success of fee-only, comprehensive financial advisors.

In furtherance of this mission, and to advance financial planning toward acceptance as a profession, NAPFA has developed a strategic framework. This framework is the backbone of all that we do, and guides our strategic and organizational decisions.


  • Business Model Sustainability
  • Public Awareness & Standing
  • Member Satisfaction


Our strategic drivers and the initiatives we undertake in support of them will carry NAPFA into the future and fulfill our mission:

  • Advocacy and Public Relations. Advance public policy and partnerships that are consistent with NAPFA’s mission and vision
  • Professional Development and Competency. Create educational and developmental experiences that elevate practitioner competency
  • Organizational Growth, Development and Infrastructure. Nurture NAPFA’s position as the leading association for fee-only financial planners