Planning Betters Financial Health at All Income Levels: Study

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Planning Betters Financial Health at All Income Levels: Study

Jul 23, 2012
Even lower-income households benefit from financial planning

People who have a financial plan feel more confident about their ability to manage their finances and are more likely to report themselves as "living comfortably"—even if they are in lower income brackets, according to the latest survey from the Consumer Federation of America (CFA) and the CFP Board.

[CFP Board CEO Kevin] Keller said that consumers need to be educated about the benefits of financial planning. He suggested that they visit the consumer site at the CFP Board's website,, which offers guidance on how to make a plan and how to find a CFP® professional. Read more >

Advisor One
Marlene Y. Satter
July 23, 2012

Speaker's Bureau
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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