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Why Financial Planning Works

The term 'Financial Planning' can mean any of a variety of services offered by investment advisors or wealth management firms.  Typically it means a comprehensive review and action plan to help you achieve your financial goals.

According to the Household Financial Planning Survey, a national survey released by the Consumer Federation of America and Certified Financial Planner Board of Standards, Inc., the recent recession and current economy have left many American families struggling to make ends meet and to save for the future. However, those who have prepared a personal financial plan feel more confident and report more success managing money, savings and investments than those who have not.

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. Working with a CFP® professional can help secure your financial wellbeing and give you confidence and help you reach financial planning success.

The survey can be found at the website of the certified financial planning board: here

Additional information about the benefits of financial planning, and the CFP® designation can be found at