New videos available to help you get started on the road to financial confidence

October 2016

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Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs. Check out these articles for helpful, supportive information from the experts in financial planning standards.

TAKE THE FIRST STEP
Here are some new video resources to help you get started on the road to financial confidence. Watch them now.

HOW TO DEAL WITH
4 AWKWARD MONEY MOMENTS
We've probably all experienced the stress of an awkward money moment, whether it's at a restaurant, at a party, or even at home. But how do you defuse such a tricky situation?
Here are some ways.

4 WAYS TO ALIGN YOUR INVESTMENTS WITH YOUR VALUES
Your investments can reach well beyond the bottom line – and even your own lifetime – if your financial plan is aligned with your personal values. Find out how.

DECLUTTERING YOUR FINANCES: WHAT TO TOSS, WHAT TO KEEP
Don’t put it off another day: It’s time to take control of your financial clutter.
Learn what you need to do.

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