NAPFA Strategic Framework 2025–2028 | FAQs

View the 2025-2028 NAPFA Stratgic Plan

What is the purpose of the 2025–2028 Strategic Framework?

The strategic framework guides NAPFA’s priorities over the next three years, aligning all organizational initiatives around a shared vision, mission, and set of values. It ensures that NAPFA continues to lead in fiduciary financial planning and delivers measurable value to members and the public.

What are the updated mission and vision statements?

Mission: We are financial advisors with an unwavering commitment to the fee-only, fiduciary standard and our clients’ financial well-being.

Vision: We are the standard for financial planning and professional excellence, rooted in a commitment to the public good.

What are the main strategic goals of the plan?

· Elevate the Fiduciary Standard

· Ignite Connections Through Community and Engagement

· Deepen Professional Education and Learning

What outcomes is NAPFA aiming to achieve through this plan?

· Increased public recognition of NAPFA and its fiduciary standard

· Greater member satisfaction with engagement and support

· Increased participation in education and professional development

· Stronger sense of belonging and inclusion within the NAPFA community

· Recognition of NAPFA as a high-performing, mission-driven organization

How was the 2025–2028 Strategic Framework developed?

The framework was developed in partnership with McKinley Advisors, who also supported NAPFA’s previous strategic planning efforts. Input was gathered through a comprehensive process that included a member survey, targeted focus groups, individual stakeholder interviews, and collaborative sessions with the NAPFA Board and staff.

What does the plan say about diversity, equity, and inclusion (DEI)?

While DEI is not listed as a standalone strategic goal, it is a cross-cutting priority embedded throughout the strategic framework. NAPFA is committed to integrating DEI principles across all areas of the organization—education, membership, advocacy, and more. The DEI Committee will play an active role in ensuring that DEI considerations are incorporated into the implementation of all strategic initiatives.

How will success be measured?

The NAPFA Board will track progress through a combination of key initiative milestones and specific key performance indicators (KPIs). These metrics are designed to measure movement toward the strategic outcomes outlined in the plan, ensuring accountability and continuous progress throughout the 2025–2028 cycle.

How can members get involved or support the implementation of the plan?

Members are encouraged to get involved by staying alert for volunteer opportunities, sharing educational information with clients and communities, and actively promoting the fiduciary standard. Taking pride in being a NAPFA member and living out the organization’s values in everyday practice is one of the most impactful ways to support the plan’s success.

How does this plan affect regional boards or committees?

Regional boards and committees will play a vital role in supporting the strategic plan by advancing its goals within their local communities. They will help provide regionally tailored education, foster networking and member engagement, and actively advocate for NAPFA’s fiduciary standard at the grassroots level.