April 10, 2024
Planning for the Neurodivergent Population
By Mike Walther, CPA/PFS, CFP®, CFA®
Providing services for the neurodivergent community can be incredibly rewarding but it is also filled with challenges. Unlike many specific medical diagnoses, the spectrum of people diagnosed with autism, ADHD, ADD, and other mental processing differences is incredibly wide.
6 Signs You Need a Financial Therapist
By Rick Kahler, MS, CFP®, CFT-I, CeFT®
Financial therapists, with training in both therapeutic methodologies and financial planning, have the skills to help clients modify financial behaviors that are blocking their path toward financial wellness. How do you know when it’s time to make that referral?
Benefits Run Both Ways in Mentorship Program
By Aaron Rubin, JD, CPA, CFP® 
DEI is a way to approach a problem that we have had in financial services for a long time: not giving a voice to those who are underrepresented. Each of us has a responsibility to support those who wish to lend their talents to financial planning but who have not traditionally been part of the conversation. The DEI Mentorship Program is the first step to that end.
Ryan Insurance Strategy Consultants®
Now powered by Gallagher Affinity, Ryan Insurance Strategy Consultants assist Fee-Only Advisors and their clients with Life, Disability, and Long-Term Care insurance planning. We also oversee the design, implementation, and administration of Group Insurance Membership Benefits for NAPFA members and their employees.
Learn about your NAPFA benefits.
Understanding the Value of Your Business
By FP Transitions

Business valuation is the starting point for owners who want to effectively manage their equity and build a business of enduring and transferable value. Growth-minded leaders, sellers, and prospective buyers need to accurately assess the value of financial services practices, understand what drives that value, and learn how it can be increased and improved—all in an unbiased manner.
Planning For Business Continuity
By Amy Irvine
I’m sure everyone reading this article pulls their business continuity and disaster recovery “manual” off the shelf for a review at least once a year. Is there a letter that would be used to communicate with clients in the event of a disability or death of a key firm member? The “Dear Client” letter I think you should have is the focus of this article.
Strengthening Your Financial Planning Practice with Diversity, Equity, and Inclusion
By Linda Leitz
Attempts to eliminate racism and other biases in hiring and culture have been ongoing for decades. There is a growing emphasis in society to focus on diversity, equity, and inclusion. There is also empirical support to the advantage of having diverse working groups.
Kiva Capital

Texas Republic Management

Spring Is in the Air
By Daphne Jordan
Kim Benson of CCMI
Letter from the DEI Committee
The NAPFA Diversity, Equity, and Inclusion (DEI) Committee remains dedicated to overcoming challenges, embracing new ideas, and fostering collaboration to shape a more inclusive future for NAPFA and its members.