Find a Financial Planner

NAWBO works with the Financial Planning Association® (FPA®) to help women business owners gain access to a wealth of financial planning resources.

Find a Certified Financial Planner
NAWBO members have access FPA’s popular financial planner referral program, PlannerSearch. This service helps you find CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals by city and state, zip code, radius, last name, and even specialty. You also have the opportunity to ask general financial planning questions at no cost through FPA’s “Ask a CFP® Professional” e-mail hotline.

In addition, learn tips on financial considerations for operating a small business, saving for retirement and how to select a financial planner that’s right for you. Go to PlannerSearch now.

Start Your Journey to Financial Freedom
Check out FPA’s The Encyclopedia of Financial Planning: What You Need to Know from the Nation’s Leading Financial Planners on the FPA Web site. This book is an easy-to-understand resource to help you and your colleagues make smart financial decisions. With over 400 pages of financial planning content in 47 chapters, the Encyclopedia answers questions related to everything from debt to taxes, saving to spending, investing to insurance, plus more. NAWBO members can purchase this invaluable book for only $19.95 each. FPA’s current retail price for this book is $29.95. That’s a savings of $10 per book! Order online or call 800.322.4237, ext. 7151.

Plan Local Programming
Want to host your own event to help members learn more about financial planning? FPA is also available to visit with your chapter and present on a relevant topic or conduct a Q&A panel discussion. You can request a workshop by contacting Ryanne Enyeart at ryanne.enyeart@fpanet.org.

About the Financial Planning Association
FPA is the membership organization for the financial planning community. Its members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. FPA believes that everone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® professional. FPA is at the heart of financial planning—connecting those who deliver, those who support, and those who benefit from financial planning. Visit FPA on the Web and make financial planning a priority for your business.