Budget online the old-fashioned way, using envelopes. Online technology makes it easy; free coaching session, safe & secure!

Financial Planning Association

Find a Certified Financial Planner in your area, or search by name or specialty. This site will connect you to professional members of the Financial Planning Association.

CFP Board

The Association of Certified Financial Planners. You can search for a planner by zipcode, or learn more about becoming a CFP.


Financial planners who do not charge commissions on products they sell, but work for a flat fee.

It’s worth changing over to the latest version of Quicken, because the new program is greatly simplified, and the new home page lets you view your finances in a “what’s coming in/what’s going out” format that’s truly useful. While you’re there, click on the new Quicken Home Inventory manager — something you’d be glad you had used in case of a fire, flood, or other disaster.

Now part of the Intuit (Quicken) family, Mint is a free tool for your smart phone to help you keep track of spending, budget, and instantly know your account balances no matter where you are. Online bill payment from Mint is coming soon.

Finra BrokerCheck

BrokerCheck is a free tool to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers, as well as investment adviser firms and representatives. BrokerCheck information is drawn from filings by regulators, firms and investment professionals. It includes current licensing status and history, employment history and, if any, reported regulatory, customer dispute, criminal and other matters.  But, Terry warns, this tool is just a starting place, and has been criticized for not having information on personal bankruptcies, civil litigation, and older events.  You should also check with your state’s registration database.

Need help finding a trusted financial planner?  Help knowing what questions to ask?  And asking how much you’ll be paying?  This website is the perfect place to start your search.