Let the Best Financial Planners Come to You.
Financial Flock provides a free and easy way to connect with different Fee-only CERTIFIED FINANCIAL PLANNERS™ by having them directly reach out to you until you find the right match.
Here's how it works:
Post a questionUpload your financial question/problem/goal and some additional information, and we'll send your submission to all our financial planners to find you the best possible matches.
Choose your financial plannerWithin 1 week, we'll send you up to 3 financial planners that would love to schedule an introductory meeting. Talk to one or talk to all of them – up to you!
Have a chatGet to know and ask any questions you have for the financial planner(s) to evaluate working with the person long term.
Like the experience?If yes, continue working with the financial planner by becoming a client. If no, try talking to someone new – all introductory meetings are completely free so that you can find the right match!
Why should you work with us?
We only partner with Fee-only CERTIFIED FINANCIAL PLANNERS™ who have your best interests in mind.
Why is working with a Fee-only CERTIFIED FINANCIAL PLANNER™ so important?
- Fee-only means that these financial planners have no outside monetary incentives (such as selling a certain product for commissions), and have a fiduciary responsibility to solely act in their client's best interests.
- CERTIFIED FINANCIAL PLANNER™, or CFP®, is a certification earned by financial planners that have (1) a minimum of 3 years of financial planning experience, (2) a least a bachelor's degree, and (3) passed the CFP® exam and adheres to the ethical standards set by the CFP® board.
We believe financial planners should be reaching out to you, not the other way around.
Finding a great financial planner on your own can be tricky and can sometimes bring about a case of "analysis paralysis." We take a different approach – CFPs® with the right expertise and availability reach out to you instead, so that all you have to do is schedule a time to chat.
We want to make sure you evaluate different financial planners until you find the right one for you.
Too many people toss away the value of having a great CFP® if their first experience was a bad one. All our CFPs® agree to offer each person a free introductory meeting, therefore we encourage you to talk to different financial planners until you find the right one for you!