Consumer Financial Planning Guide



Financial Planning Guide

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.

Click here to search for a financial advisor from the FPA of Hampton Roads.

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
  • Employment/Unemployment
  • Investing
  • Insurance
  • Saving for College
  • Saving for Retirement
  • Taxes
  • 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

 

 


 

Home Ownership

 

 


 

Employment/Unemployment

 

 


 

Investing

 

 


 

Insurance

 

 


 

Saving for College

 

 


 

Saving for Retirement

 

 


Taxes

 

 


 

Estate Planning

 

 


 

Getting Help

 

 


 

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.