Why work with a Certified Financial Planner

Managing finances in general can be overwhelming and most people don’t know where to begin. It’s understandable. In today’s uncertain economy with an overwhelming number of options for saving and investing, managing your finances can be difficult. It often requires the help of a professional. When building a home, you hire a general contractor. When addressing your health, you hire a physician to manage & implement a health management plan. Why is it that when it comes to financial planning, so many try to manage it themselves? Finance is frequently the most stressful aspect of a person’s life. Lack of good financial planning comes at a cost to you, your health, your relationship, your children and those that depend on you.

The good news is – it doesn’t have to be complicated. All most people need is a little coaching, someone who will help them take inventory of their current financial realities, future goals and help implement the missing pieces.

Certified Financial Planners have an advantage over most advisors because they have a great deal of experience and training in all areas of finances —investment strategies, taxes, insurance, employee benefits, retirement & estate planning—to make sure they work together to achieve your goals. 

Learn more about what a CFP designation means.