(Washington, DC, Friday, October 19, 2018) – 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 financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Partnering with a Certified Financial Planner professional provides confidence today and a more secure tomorrow. Financial Planning Month is observed in October.

  • Today more than ever, CFP professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage; “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
  • CFP professionals work in the best interest of clients. They are trusted partners in building financial security by advising clients on the immediate and long-term steps needed to address financial goals.
  • You can also build your own future by helping others with a career as a Certified Financial Planner professional. Job growth for financial advisors is expected to grow 4 times higher than other occupations, according to the Bureau of Labor Statistics.  The median pay for financial planners is $89,000.

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner professional if you:

  • Want to better manage your finances, but aren’t sure where to start;
  • Don’t have time to do your own financial planning;
  • Want a professional opinion about the plan you’ve developed;
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning; and
  • Have an immediate need or unexpected life event.

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