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How to Meet With a Financial Planner Who Won’t Try to Sell You a Thing
Want money advice but not ready to commit to working with a financial planner?
Feel out your top financial issues for free at an upcoming Financial Planning Day event. The event is a collaboration of the Certified Financial Planner Board of Standards, the Financial Planning Association, The Foundation for Financial Planning and the U.S. Conference of Mayors.
You can find Financial Planning Day events across the country in October and early November. Certified financial planners volunteer their time to offer short one-on-one financial counseling sessions. There may also be presentations on various personal finance topics you can attend.
“Best of all, there are no strings attached — volunteer financial planners will not sell products or services, give out business cards or take down names,” the program’s website explains.
You will receive a list of volunteers present when you arrive at your local Financial Planning Day event so you can connect with professionals afterward if you choose to. But the ban on volunteers selling or promoting their services takes away the intimidation factor that may prevent some people from attending at all.
How to Make the Most of Free Financial Planning Day
Check out the map to find a free Financial Planning Day event near you and register to save a spot.
The initiative offers several worksheets for attendees to check out before they hed to local events.
The recommended savings fitness worksheets, provided by the U.S. Department of Labor, ask about your financial goals, retirement savings, cash flow and debt reduction status, and provide a financial document checklist that can help you fill out those worksheets.
The Financial Planning Foundation also offers worksheets you can download and fill out before your visit
Don’t see a Financial Planning Day near you? The worksheets above may help you start thinking about your financial goals on your own. Also, check out these resources for low-cost and free financial advice.
Lisa Rowan is a writer and producer at The Penny Hoarder.