Get Involved

As Americans are called upon to take increasingly more responsibility for their financial well-being, the Financial Planning Coalition actively works to educate lawmakers, regulators, and consumers on critical investor protection measures needed to ensure financial planning services are delivered in the public’s best interests.

The Coalition’s efforts – including original research, testimony, comment letters and media outreach – have fostered continued dialogue around financial planning policy issues with key lawmakers and regulators, industry representatives and the media.

Your voice can amplify the Financial Planning Coalition’s objectives.  Please consider contacting your Member of Congress and/or Senators, as well as regulators, local news outlets and financial planning trade publications. Please call for:

Getting Started

To take part in the Financial Planning Coalition’s efforts: