What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Michigan area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
Every Michigan Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jimmie Plaskey
CFP®, CDFA®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
John Bush
CFP®, EA, MBA
Elevate Financial Planning
Grand Rapids, MI
Specialties: Hourly Financial Planning, Comprehensive and a la carte Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Providing accessible, competent, fee-only financial and tax planning, on an as-needed basis. Hourly, retainer, and project-based planning services are available, and encouraged. Serving the Greater Grands Rapids area, central Michigan, southeast Michigan, and beyond.
Adam Kulesza
CFP®, ChFC®, CLU®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michelle Brow
ChFC®, CEPA®
Full Bloom Financial®
Northville, MI
Specialties: Holistic Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax-Efficient Planning , Business Planning, Biblically Responsible Investing, Risk Management
Fee-only, flat-fee fiduciary RIA providing comprehensive planning, Biblically Responsible Investing, and disciplined risk management through technical analysis. CEPA® professional helping business owners plan, grow, and exit with confidence.
David Deller
AAMS®, CFP®
Deller Wealth Management
Royal Oak, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Royal Oak, MI, serving clients locally and across the country
David Shotwell
CFP®
Shotwell Rutter Baer
Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Working as a fee-only financial planner to help clients to balance living their life to the fullest now, while planning for the future.
Brittany Ringo
CFP®
Autumn Financial Advisors, LLC
Plymouth, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Plymouth, MI, serving clients locally and across the country
David Lawrence
EP Wealth Advisors
Northville, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Charles Zhang
CFP®, ChFC®, CLU®, CFS®, CMFC®, MBA, MSFS
Zhang Financial
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Tyler Alvord
CFA
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your wealth deserves more than off-the-shelf advice. We build customized portfolios, craft tax-reduction strategies, and deliver the kind of personal attention that only a fee-only fiduciary team can offer.
Andrew Zehnder
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jack Tunge
CFP®, CRPC™®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Midwest Capital Advisors provides wealth management and retirement planning services for individuals and companies. Located in Grand Rapids, MI serving clients locally and across the country.
John Barbrick
EP Wealth Advisors
Ludington, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Derek Dall'Olmo
CFP®
TreMonte Financial Consultants, LLC
Traverse City, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Traverse City, MI, serving clients locally and across the country
Sam Huszczo
CFA, CFP®
SGH Wealth Management
Lathrup Village, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Active Investment Management, Retirement Income Tax Planning
Fee-Only financial planner located in Lathrup Village, MI, serving clients locally and across the country
Charles Prudhomme
CFP®, MBA
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We build customized investment portfolio's for HNW families and small business owners and provide intelligent strategies to help them to reduce income taxes and better meet their long term financial goals.
Ashlee deSteiger
CFA®, CFP®, CPA
Gunder Wealth Management
Birmingham, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner based in metro Detroit serving clients locally and across the country
Eli Smith
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Anthony Picerni
CIMA®, CRPS™, AIF®
Credent Wealth Management
Ann Arbor, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Daniel Weaver
EP Wealth Advisors
Jackson, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Albert Herzog III
CFP®, CHFC®, MBA
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Michelle Crumm
CFP®, CPA, MBA
Belle Eve Financial
Dexter, MI
Specialties: Financial Psychology/Coaching, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We transform financial planning into delightful conversations that empower your decisions and let you live your best life. Located in Ann Arbor, MI area, serving women locally and across the country.
James Plaskey Jr.
CFP®, CDFA®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Dominic Garcia
CFP®, CTS®, CES™, CRPC®, MBA
Rochester Wealth Strategies
Rochester, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Succession Planning
Fiduciary and fee-only financial planner located in Rochester, MI. Serving clients locally and across the country
Robert Larsen Jr.
CFP®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Rob Costello
CFP®
Costello Financial Planning
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.
Michael Palazzolo
CFP®
Fintentional LLC
Birmingham, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Tax Planning, College Planning
Fee-Only Financial Planner serving the Detroit, MI area and clients across the country
Lynn Chen-Zhang
CFP®, CPA, PFS™, MBA, MS
Zhang Financial
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Michael Chechel
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Scott Davison
CFP®, CPA
Wealthcare Capital Management
Grand Rapids, MI
Specialties: Financial Planning, Goals-Based Planning, Retirement Planning, Investment Management, Wealth Management, Education Planning, Insurance Planning, Tax Planning, Estate Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional who serves clients in Michigan and across the country
Anthony Watson
CFA®, CFP®, RICP®
Thrive Retirement Specialists
Dearborn, MI
Specialties: Comprehensive Retirement Planning, Retirement Income Planning, Portfolio Construction and Investment Management, Big Five Retirement Risk Management, Tax-Optimized Dynamic Withdrawal Strategies
Experienced fee-only retirement planning and investment management specialist with virtual headquarters in Dearborn, MI, serving those nearing or in retirement locally and across the country
Laura Corbiani
CFP®
Astraea Wealth Management
Grand Rapids , MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Psychology
Experienced wealth manager who helps 'anxious savers' conquer their mental and mathematical financial roadblocks to enjoy their financial freedom. Serving clients locally in Reston VA and Grand Rapids MI, as well as across the country.
Andrew Szewc
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Stephanie Trexler
CFP®, MS
Golden Goose Wealth Planning
Grand Rapids, MI
Specialties: Loss Of a Spouse, Organizing Finances After Loss , Understanding Survivor Benefits , Managing an Inheritance, Cash Flow & Budgeting , Updating Wills & Beneficiaries, Estate Settlement Assistance, Long-Term Legacy Planning, Portfolio Review & Adjustments, Risk Management & Asset Protection, Tax-Efficient Investing, Adjusting Retirement Plans, Maximizing Social Security Benefits, Long-Term Care & Insurance Planning, Financial Confidence Coaching, Charitable Giving & Philanthropy
I specialize in providing compassionate financial guidance to widowed women. My mission is to empower clients to navigate financial transitions with confidence, offering personalized strategies tailored to their unique needs.
Brad Thomas
CFP®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Midwest Capital Advisors provides wealth management and retirement planning services for individuals and companies. Located in Grand Rapids, MI serving clients locally and across the country.
Alex Zhang
JD, CFA, CFP®
Zhang Financial
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Brian Face
CFP®, CRPC®
Face 2 Face Financial Planning
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Amy Buck
CFP®, EA
Planpath Financial, LLC
Marquette, MI
Specialties: Comprehensive Financial Planning, Hourly Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance Planning, Estate Planning
Fee-Only financial planner located in Marquette, MI, serving clients locally and across the country
Erik O. Klumpp
CFP®, EA
Chessie Advisors, LLC
Rochester Hills, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in the Rochester Hills, Shelby Township & Utica, Michigan area of Metro Detroit, serving clients locally and across the country.
Trent DeBruin
MBA, CFA®, CFP®
MD Wealth Management, LLC
Chelsea, MI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee only financial advisor near Ann Arbor, Michigan serving clients locally and remotely.
Michael Barber
EP Wealth Advisors
Northville, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Christopher Toro
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Chris Carlson
CFP®, C(k)P®, AIF®, MA
Savant Wealth Management
Plymouth, MI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Todd Kephart
CFP®, MBA
Retirement Income Solutions, Inc.
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in Ann Arbor, MI, serving clients locally and across the country
Layton Ginder
CFP®
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
At Credent Wealth Management, we believe all hardworking Americans deserve to maintain their standards of living without worrying about money for the rest of their lives. Offices throughout the country to serve clients face-to-face and virtually.
Eric VandenBerg
CFP®, CPA
Blue Trust
Holland, MI
Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow & Tax Planning, Estate & Generational Planning Issues, Charitable Giving Planning
Fee-Only financial planner located in Holland, MI, serving clients in the Midwest and across the country.
Nick Nauta
CFP® , CLU®, RLP®, TPCP®
Shotwell Rutter Baer
Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Planning, Investment Management, Financial Coaching, Tax Planning
Specialized financial planning for Michigan State University employees, State of Michigan workers, and families moving to and through retirement.
Laurie Stegenga
CFP®, CPA/PFS, AIF®, CEPA®
Foresight Capital Management Advisors, Inc.
Saline, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Foresight Capital Management Advisors, Inc. is an independent Fee-Only registered investment advisory firm that focuses on individual wealth management and corporate retirement plan services.
Julee Sarto
AIF®
EP Wealth Advisors
Ludington, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Adam Schwallier
CFP®
Schwallier Wealth Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Works For You
Cole Williams
CFP®
Shotwell Rutter Baer
Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Planning, Investment Management, Financial Coaching, Tax Planning
Working as a fee-only financial planner to help clients to balance living their life to the fullest now, while planning for the future.
Jordan Rummel
CFP®, CRPC™
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We build customized investment portfolio's for HNW families and small business owners and provide intelligent strategies to help them to reduce income taxes and better meet their long term financial goals.
Scott Grissom
PhD, CFP®
Socrates Financial Planning
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Review, Cash Flow Analysis, Tax Planning, Estate Planning
When Can We Retire? Will We Be OK? I help you answer these questions, and others, by working together to create Your Retirement Roadmap.
Sydney Hefty
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Dan Haines
CFP®, CFA®
Voisard Asset Management Group
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Tax Planning, Stock Options, RSUs, Concentrated Stock, Investment Management
As a personal financial advisor practice in Grand Rapids, Voisard Asset Management Group makes complex financial decisions simple.
Greg Brown
CFP®
Pathway Financial Planning, LLC
Dearborn, MI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, College Education Planning, Tax Planning, Estate Planning, Insurance Planning
Fee-Only financial planner located in the Detroit / Novi / Northville / Farmington, MI areas. We serve clients locally and across the country.
Christine Schilling
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Todd Perry
CFP®, CIMA®, CPWA®, RMA®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Phillip Mitchell
CPA, CFA®, CTP®
Kroon & Mitchell Asset Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Warren McIntyre
CFP®
VisionQuest Financial Planning LLC
Troy, MI
Specialties: Portfolio Design and Investment Management, Integrated Financial Plans, Financial Consulting, Retirement Income Planning, Tax Planning
Fee-for-service investment management and financial planning provided in-person or virtually.
Richard Feight
CFP®, EA
IAM Financial, LLC
East Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
I help self-employed business owners and professionals in East Lansing and Grand Rapids, MI and across the country organize their finances so that they can retire on time.
Don Wylin
CFP®
Savant Wealth Management
Plymouth, MI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Zachary Messina
EP Wealth Advisors
Northville, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Kevin Cross
CFP®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Dace DeKruif
CFP®
Silver Strand Financial Planning
Bloomfield Hills, MI
Specialties: Stewardship Guidance, Generosity Planning, Creating Your Personal Statement of Financial Purpose, Comprehensive Financial Planning, Budget & Cash Flow Management, College Education Planning, Investment Management, Tax Planning, Retirement Income Planning
The goal is not to help rich people get richer, but for people to become more like Jesus.
Ryan Johnson
CFP®, BFA™
Hundred Financial Planning
Grand Rapids, MI
Specialties: Young Family Financial Planning, Comprehensive Financial Planning, Investment Management, Education Planning, Tax Planning, Cash Flow and Budgeting, Employee Benefits and Insurance Review, Estate Planning
Fee-Only financial planner in Grand Rapids, MI, serving high-earning young families nationwide.
Albert Herzog IV
CFP®, CRPC™®™, CLU®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
