In honor of World Financial Planning Day earlier this month (10/7), I wanted to take some time to shine a little bit of love on myself and my fellow financial planners by sharing some information on what we do.
Didn’t know there was a World Financial Planning Day? That’s alright – that’s why you’ve got me!
World Financial Planning day is a great time to raise public awareness about the value of financial planning. Everyone has financial dreams, and a financial plan can increase your probability of achieving your most important goals. The best way to get started is (naturally) to reach out to a financial planner.
As a CERTIFIED FINANCIAL PLANNER™, I want to share my top 5 reasons why you should work with a CFP® professional:
- Experience and passion. CFP® professionals will share their experience and passion for building financial plans and guide you along the path toward your dreams.
- Consistent support. A CFP® professional will provide consistent support through regular meetings, advice, and a solid financial plan.
- Fiduciary duty. A CFP® professional has the fiduciary duty to be by your side. They are required to act in your best interest.
- Strategies for success. Got a big financial goal? A CFP® professional can help you develop strategies with achievable milestones and timelines.
- Clear, effective advice. When it comes to big life changes—buying a house, adopting a child, an inheritance—you can rely on a CFP® professional for clarity and recommendations that will save you money.
A CFP® professional like myself can help you create or adapt a financial plan to incorporate your or your child’s education goals. Check out a blog post authored by my fellow CFP® professional here for more details.
And if you have any questions, contact me. As Certified Financial Planner Ambassador of the state of Oklahoma, I am happy to give you answers straight from the horse’s mouth!
** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **
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