Financial planning involves looking at your current financial situation with or without the help of a professional — and finding strategies to reach long- and short-term goals. Many, or all ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

But it is very possible, and highly recommended, to spend the time on planning exercises for that same, unknowable future. A good financial plan is not one that shows you where you’ll end up if ...