What is planning to wealth?

The goal of Planning to Wealth is to provide helpful information to empower readers to make good financial financial decisions and maximize their wealth.


Do I need a financial advisor?

Many people can achieve their goals without the help of a financial advisor.  We've found that those with the time and interest in learning about about the various aspects of financial planning (investing, retirement planning, risk management, tax planning and estate planning), and the diligence, consistency, and self awareness to effectively structure and implement their own financial plans can achieve their goals and objectives without a financial advisor.  Here are some questions to thing about if you are looking at hiring an advisor.


What is the CCFC?

Administered by the American Institute of Certified College Financial Consultants (AICCFC), the Certified College Financial Consultant designation is the premier certification in college and student loan advising for financial planners.  CCFC requires you to complete rigorous education, examination and service requirements. 


What is the CFP®?

While many professionals call themselves “financial planners” or "financial advisors," CERTIFIED FINANCIAL PLANNER™ professionals have completed extensive training, examination, and experience requirements and are subject to rigorous ethical standards by the CFP Board.


What is the CFA?

The Certified Financial Analyst (CFA) program is the premier investment management designation.  The three-level exam is administered by the CFA Institute, and its Mission Statement is "To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society."


What is the CDFA®?

A Certified Divorce Financial Analyst (CDFA) professional is certified by the Institute for Divorce Financial Analysts to analyze data and providing expertise on the financial issues of divorce.