• Unlock Your Financial Future

Find Your CLMA Professional

The LMA Certification is the standard for life management. CLMA professionals are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

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How it Works:

1

Explore our search tool to find a CLMA professional that meets your needs.

2

Get in touch with a planner of your choice to schedule a consultation.

3

Prepare for your first session by using our tools and resources.

4

Build your best future with your CLMA professional.

How it Works:

01.

Explore
  • Explore our search tool to find a CLMA professional that meets your needs.

02.

Get in touch
  • Get in touch with a planner of your choice to schedule a consultation.

03.

Prepare
  • Prepare for your first session by using our tools and resources.

04.

Build
  • Build your best future with your CLMA professional.
  • Life Management

Learn How a CLMA Can Help You With Life Management

Whether you are seeking one-time advice or a more holistic roadmap for your financial future, a CLMA professional is your trusted guide in the process. Explore the many financial topics a CLMA professional can help you navigate.
Saving for Retirement

Retirement Planning A common financial goal is to afford a comfortable retirement.

Creating a Financial Plan

Make the most of saving opportunities, tax strategies, investment management and insurance protection.

Growing My Investments

Investing gives you the opportunity for financial gain but also the risk of losses.

Managing Taxes

The less money you pay in taxes, the more you have to devote toward your financial goals.

Paying Off Debt

Making a plan for paying off debt starts by organizing your debt based on interest rate, terms, any tax benefits and other criteria.

Budgeting

The process of examining income and expenses is an important first step to manage your money.

  • Interest

Your Interests Should Come First

When you hire a CLMA professional, you are hiring a trusted advisor who has committed to CLMA Board to putting your interests first. That’s because as part of their certification, a CLMA professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and life management services. A CLMA professional can receive sanctions from CLMA Board, and even risk losing their certification, for violating this standard. 

Don’t feel like your CLMA professional is putting your interests first? Any other issues? Let us know about it.