The financial planning profession exists to help people reach their financial goals and dreams. Financial planners demonstrate and support a professional commitment to education and a client-centered financial planning process.

Financial planning is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all your existing resources, developing a plan to utilize them and systematically implementing the plan in order to achieve your short- and long-term goals. The plan must be monitored and reviewed periodically so adjustments can be made, if necessary, to assure that it continues to move you toward your financial goals.

The Financial Planning AssociationŽ (FPAŽ) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Based in Denver, Colo., FPA has 100 chapters throughout the country representing more than 28,500 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession.

Financial Planning Association of Maryland (FPA of MD) is the premier community that develops and supports financial planning professionals and elevates the financial planning profession.

FPA of MD is dedicated to:

• Building a community for financial planning professionals,
• Facilitating the exchange of knowledge and experience among our members,
• Furthering the professional development of our members,
• Stimulating career advancement and opportunities for our members,
• Expanding awareness and enhancing the perception of the financial planning profession, and
• Advocating on behalf of the financial planning profession.

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