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Making It Personal
National Association of Personal Financial Advisors
Personal financial advisors help individuals and families plan an investment strategy, save for a college education, sell a business, or review the tax implications of a will. The National Association of Personal Financial Advisors is the nation's leading organization of fee-only financial planning professionals. Find out how the organization works and how NAPFA can help.
Destination Title: National Association of Personal Financial Advisors
Start at the NAPFA Web site. Record your answers to these questions separately.
- Click the public link on the left side of the page. What is fee-only financial planning?
- Click Frequently Asked Questions in the left navigation bar. Why is a fee-only structure so important?
- Click Planning Your Future: Consumer Tips in the top navigation bar. Select Do You Need a Financial Advisor? List two reasons why a person might seek the help of a financial advisor.