5 Reasons Investors Fail to Plan

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5 Reasons Investors Fail to Plan

Feb 09, 2011
For example, if you are choosing a financial planner, the first step could be visiting the [CFP Board] Web site (http://www.cfp.net) and making a list of the CERTIFIED FINANCIAL PLANNER[™ professionals] closest to your office or home. Remember, the first step is always the most important, even if you make it the smallest. Read more >

    U.S. News & World Report
    Kelly Campbell
    February 9, 2011
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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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