The "Consumer Guide to Financial Planning" includes helpful information to help inform and educate individuals about the benefits of financial planning. Brochures included in the kit are: "What You Should Know About Financial Planning," "10 Questions to Ask When Choosing a Financial Planner," "Your Rights as a Financial Planning Client" and "Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner."
To request a "Consumer Guide to Financial Planning" please complete the following information.