Partner Network Consumer Resources
NAPFA works with several partner networks who also provide valuable resources for consumers. For more information, read below. If you have more questions, please reach out to NAPFA.
Alliance of Comprehensive Planners
With deep roots in the fee-only financial planning community dating back to 1995, ACP offers something for both consumers and advisors on a national level. ACP is a 501(c) (6) not-for-profit community of financial planners working toward individual and common goals.
The Financial Planners’ Retainer: A Reflection of Real Value
Learn more about the compensation model that industry observers believe will become the predominant type of professional engagement. Get a copy of The Financial Planners’ Retainer: A Reflection of Real Value written by ACP members Ken Robinson and Jacob Kuebler.
Tax Alpha: How to Add Measurable Value with Tax-Focused Financial Planning
Without comprehensive tax-focused financial planning, advisors, tax preparers and consumers alike are making costly mistakes. The short-sighted, often rear view, of taxes as a once-a-year task, rather than a pervasive feature of one’s financial life risks higher tax payments and delays financial independence.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life—not just the wealthy—without minimum account requirements, sales commissions, or long-term commitments. Like all NAPFA advisors, our members proudly embrace their fiduciary duty, always placing their clients' best interests first. Find a Garrett financial planner at www.GarrettPlanningNetwork.com
Our goal is to provide an opportunity for aspiring Black and Latinx financial planners to obtain an internship at a fee-only or fee-based financial planning firm. We believe that in order to move the financial planning profession forward, we must be more representative of the population of our country.
XY Planning Network’s talented members share their financial wisdom in a popular consumer blog series. Browse through hundreds of knowledgeable articles such as “Four Ways to Save on Taxes When Funding Higher Education” and “Budget Makeover: 1 Simple Trick to Spend Less Money.” You’ll also find our weekly roundup, Good Financial Reads, which explores popular topics such as starting a family, elderly care, taxes, and budgeting, to name just a few. XY Planning Network is your go-to resource for financial expertise.