• 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
  • Have an immediate need or unexpected life event

Although many professionals may call themselves “financial planners,” A CFP® can bring all of your Financial pieces together, on a foundation of Trust and Collaboration

They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.


The average American faces an uncertain economy and more options for saving and investing than ever before. It’s easy to feel overwhelmed or confused, unless you find a way to understand the big picture. A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long- and short-term life goals, and stay on track.

Disclaimer: Consumer Guide to Financial Planning Copyright ©2016, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.


A CFP® can bring all your financial pieces together on a foundation of trust and collaboration. 

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.