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Financial Planning Guide

Financial Planning Guide



Financial Planning Guide provide investors with comprehensive financial planning information to help you better prepare for retirement, taxation, investment, estate, insurance, and education planning.

We brake down the process of financial planning, so you will have a better understanding of what to expect from a financial engagement with a professional planner. A glossary of financial terms without any industry jargon. Just simple definitions to some of the financial industry terminologies. Also includes a long list of participating financial planners throughout the country that are either Certified Financial Planners or member of the Financial Planning Association.

Note: This app is not affiliated with the CFP board or the FPA. The information provided on this App and answers to general questions on our mobile forum are not meant to be considered as financial planning advice. It is meant as a guide to help you plan for a better financial future with a professional financial planner.

What's New in Version 1.2

*More Financial Planners added throughout the country
*Enlarge text box for text display
*Link to download Financial Planning Guide Pro
*Add Rate App button within the App
*Icon Update

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Rated 3/5 based on 3 customer reviews.


4/5 stars

Wealth of Information

This a very good app to learn about taking control of your financial future. Straight forward information and terminology to help you familiarize yourself with the world of finances. Looking forward to the pro version.

5/5 stars


Great app for easy explanation of complex idea's in financial planning. Any client or prospect would learn something from it.

0/5 stars


Not helpful in any way. It states the obvious and is basically just an advertisement


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The information may be outdated (2011-03-27 22:34:16). For actual information go to iTunes

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