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.
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Here's how it works:

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Post a question

Upload 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.
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Choose your financial planner

Within 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!
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Have a chat

Get to know and ask any questions you have for the financial planner(s) to evaluate working with the person long term.
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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?

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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.
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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.

 

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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!