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By considering all aspects of your financial situation, a CERTIFIED FINANCIAL PLANNER™ professional can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.
CERTIFIED FINANCIAL PLANNER™ certificates are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. A CFP® practitioner is a financial professional authorized to use the CFP® certification marks who has identified himself or herself to CFP Board as being actively engaged in providing financial planning services. All CFP® certificates have voluntarily submitted to the regulatory authority of CFP Board.
A financial planner should focus on your needs first before recommending a course of action. Most planners have been trained to take a broad look at your financial situation, while accountants, investment advisers, stockbrokers or insurance agents may focus on a particular area of your financial life. Always ask a financial adviser what qualifies him or her to offer financial planning services.
Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a strategy and a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can help you with your financial well being and give you confidence and help you in pursuing your financial planning goals. Some people decide to do their own financial planning, but you may want to seek help from a CERTIFIED FINANCIAL PLANNER™ professional if you:
There are many benefits of financial planning. If any of the above questions apply to you, it may be time to call a CERTIFIED FINANCIAL PLANNER™ professional to help you reach your financial goals and achieve financial success.
Please visit the CFP® website at www.letsmakeaplan.org.
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