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:
- Start with the financial professional's website. This will be something like : "https://fullname.familyfinance.help".
- Read about their background and approach to family finances.
- Look at the articles they've shared; this will tell you a lot about what they care about.
- Read their "Getting Started" article, which explains how to schedule your first meeting, how to prepare for it, and what to expect.
- Use the "Schedule A Meeting" link to find a spot on their calendar
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.