Family Financial Help

Welcome to Family Financial Help!

Our goal is to help you to manage your family's finances. Family Financial Help is a service that enables independent financial professionals to advertise and engage with their customers in a professional, helpful, and friendly manner.

Each of these financial professionals has their own Family Financial Health site, which provides information about the professional, curated blogs and articles, and an appointment scheduler. This allows you to research the person before engaging their services.

Our Approach to Business

Family finances are deeply personal. So being approached by a stranger (or even a friend), saying "let me help you handle your money", raises immediate suspicion. Of course, this makes it really tough for those financial professionals who are actually good, honest, helpful people! So we want to make it easier for you to research the person, see what they care about, and know how they do business, before you actually start doing business.

Our method

Each and every financial professional has their own way of doing things. Formal or informal; gathering information through online forms or when you first meet; teleconferencing (like Zoom), in person at a kitchen table, or in an office. But we believe you should know what to expect. So whatever their personal method, each Family Financial Help website has a "Get Started" article that explains what you can expect and, well... how to get started.

In general, though, they all have these steps in common:

How to find a financial professional's FFH website

Use the following search dialog to find a financial professional near you. Click the GO button to be redirected to their Family Financial Help website.