What a one-time financial plan is and is not Let’s first discuss the purpose of a one-time financial plan and its benefits. At its core, a one-time financial plan is intended to provide a detailed ...

Discover how a comprehensive financial plan can transform your new year resolutions into achievable goals, providing clarity ...

A holistic financial plan goes beyond—here’s how to approach it.

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

Editor’s note: This is the first in a four-part series on year-end financial planning designed to help you close out the year on a high note. As we approach the end of the year, it's crucial to take ...

Embarking on a journey to financial stability requires a well-thought-out plan. The first step is to establish SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound. These goals ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...