Positive Planning Attitude Not Translating into an Actual Blueprint

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Positive Planning Attitude Not Translating into an Actual Blueprint

Jun 16, 2011

According to a recent survey [conducted by the CFP Board], of those who say they have a [financial] plan in place, 46% say it hasn't moved beyond the idea stage, 42% have a written document and 11% just have notes or ideas, such as thoughts scribbled on the back of a cocktail napkin.

About 86% of those polled, meanwhile, agreed that everyone should have a financial plan.

"It's good to see the awareness that planning is the way to go," said Eleanor Blayney, [CFP®] the [CFP] Board's Consumer Advocate. "People know it's worth doing, but they haven't really done it, so now it's a matter of transforming attitudes into getting-it-done behavior." Read more >

Investment News
Liz Skinner
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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