I'm OK, You're Not: In CFP [Board] Survey, Americans Feel Better About Own Finances Than Economy

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I'm OK, You're Not: In CFP [Board] Survey, Americans Feel Better About Own Finances Than Economy

Jun 16, 2011

Americans' trust in financial planners took a hit during the recession, and they're not confident the economy will rebound over the next year. Yet people who have a personal-finance plan—however vague—are more optimistic and willing to contribute to the economy, according to a survey released Thursday [by the CFP Board].

The survey was conducted with 1,011 adults 18 years and older between June 2 and June 6.

Having a plan of attack affects a person's outlook, and those who report having a financial plan are much more optimistic than those who don't. The majority of Americans believe that everyone should have a financial plan in place, though "most simply have some goals in their head that they are working toward," the survey concludes. Read more >

Joyce Hanson
June 16, 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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