May 27, 2016
Why a CFP is Vital in Your Financial Plan

You can afford a CFP®!

One of the biggest misconceptions when it comes to CERTIFIED FINANCIAL PLANNERS™ is that only the affluent can afford them. That couldn’t be further from the truth. In all honesty, you can’t afford NOT to hire a CFP® when it comes to planning for future expenses and here’s why. If you’re looking to lose weight, people have been told over and over the benefits of hiring a personal trainer. Even when it comes to running a race, having a coach help you prepare is invaluable. However, our financial health is an area we overlook and ignore the most. Yet we can benefit greatly from hiring a “personal trainer” for finances just as much. That’s where a CFP® comes in. My job is to understand a client’s goals and help them develop a plan of action to meet those expectations and do my best to keep them from getting derailed along the way…just like a fitness instructor would do for your body. You may be thinking, “ok I get that but I still can’t afford to pay for one.” Most CFP’s® charge an entry-level or minimum fee. For example, they may charge $200/month, which comes out to $2400/year. That may sound like an astronomical amount […]