The FPA of Hampton Roads has developed this Consumer Financial Planning Guide to help you with the financial planning process.
As a consumer, managing your own financial investments and future can be challenging. How do you know which is the best financial plan? How much risk are you willing to take? Do you have a financial advisor you can work with and trust?
The FPA of Hampton Roads wants to make this easier for you with this Consumer Financial Planning Guide. There is information here ranging from the Financial Planning Basic, to saving for retirement and home ownership. You can also search for a financial advisor who can work with you to answer questions and create a personalized financial plan that works best with your goals and budget.
This Consumer Financial Planning Guide contains educational tools and calculators to help you begin the Financial Planning process for yourself.
Consumer Financial Planning Guide
This guide contains information about:
- Financial Planning Basics
- Managing Life Decisions and Changes
- Home Ownership
- Saving for College
- Saving for Retirement
- Long Term Care
- Estate Planning
- Getting Help
Note: You will need a media player to play the attached MP3s
Financial Planning Basics
Managing Life Decisions and Changes
- Coping with Death and Injury: Financial Considerations
- What Kind of Insurance do you Need and How Much? (mp3)
Saving for College
Saving for Retirement
- Avoid Common Retirement Mistakes (mp3)
- Getting the most of your 401(K) (mp3)
- Does your Portfolio Need a Tune Up? (mp3)
- The Changing Face of Retirement (mp3)
At certain places on this Financial Planning Association of Hampton Roads Internet site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions, organizations or individuals independent of the Financial Planning Association of Hampton Roads. The Financial Planning Association of Hampton Roads does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or corrected sequencing of information located as such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the Financial Planning Association of Hampton Roads.