About the Association
The Association for Personal Financial Independence (APFI) was created for
those tens of millions of Americans, who for whatever reason, do not use the
services of a Certified Financial Planner or other credentialed financial professional
to help improve their financial life.
APFI is both dedicated and committed to building a vibrant community of people
who just like you, want to take control over their financial life.
The members of the Association will enjoy many benefits and the list of membership
benefits will continue to grow over the years as our membership grows.
The Association website: www.SmartPersonalFinance.org will be updated and
expanded regularily with information on investing, insurance, personal financial
planning, college planning, retirement planning, charitable, estate and legacy
planning.
APFI will provide members with this information through posting artlicles and videos.
The members also get access to members-only monthly teleconfercences and/or
webinars of important financial topics to get the most our of your income and assets.
Members will also get ONE HOUR of free access to one of our Certified Financial
Planners every year. Members typically use this time to ask questions about their
personal financial circumstances or “get a 2nd opinion” of their own advice or the
advice of another financial person. After every paid 3 months membership, the member
can schedule a 15 minute Q&A period with one of our Planners.
For those members wanting additional personal planning hours, members can access
our staff at a BIG DISCOUNT. Our independent planners do NOT have an agenda to sell
you a product - but only to provide professional advice. Members can access additional
discounted hours of CFP telephone advice or planning time for only $57 per
half hour. That’s up to half off of what many of our professional peers charge their
clients (typically up to $200/hour or more).
APFI members will also enjoy safe, private access to their own personal financial
Dashboard. The dashboard is usually only available to the wealthy clients of some
of the top stock brokerages and insurance companies in America.
The Dashboard is an industry leading software that provides you with an unsurpassed
total view of all your assets in one easy to navigate portal. Finally, all of your online
accounts such as Checking, Savings, IRA’s, Stocks, easily viewable WITHOUT managing
multiple site passwords or links.
The dashboard links to over 3,800 institutions update and aggregates all of your
information nightly providing you with one of the most powerful financial dashboards
available.
The Association members can customize this Dashboard to show you the status of all
your preferred accounts, stock prices, banking balances, even your overall net worth
at a glance. It even keeps up with all of your sky miles, hotel and credit card points.
The Dashboard even offers members a digital Vault to keep your most important papers,
like copies of your passport that can be downloaded by you from any computer in the
world if you lose the original while traveling. For full information see the Personal Financial
Dashboard tab at the top of the home page.
All in all, APFI members will enjoy the tools necessary to make smarter financial decisions
and organize their financial life. It’s an amazing organization that unites it’s members and
staff in a common purpose: Smarter Personal Finance - making better decissions through
knowledge and leveraging the members experience for the benefit of all.
If you are not ALREADY a member of APFI: JOIN APFI NOW!