Households With Plan More Optimistic, Survey Says

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Households With Plan More Optimistic, Survey Says

Jul 23, 2012

U.S. families largely feel financially vulnerable – increasingly so since 1997 – but those with a financial plan tend to feel better about their money.

That was one of the conclusions of a national survey released today by the Certified Financial Planner Board of Standards and the Consumer Federation of America (CFA), two organizations that have been at the forefront of efforts to bring financial planning to the masses.

"Those who plan do better and feel better than those who do not," said CFP Board CEO Kevin Keller. "That's true whether the consumer is rich or poor or middle-income." Read more >

Financial Advisor
Raymond Fazzi
July 23, 2012

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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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