4 Financial Planning Profiles That Determine Future Success

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4 Financial Planning Profiles That Determine Future Success

Sep 18, 2013

In something of a surprise, new research sponsored by the Consumer Federation of America and Certified Financial Planner Board of Standards finds close to nine in ten American households are engaged in some type of formal or informal financial planning.

However, the extent of this planning varies greatly, and will generally fall into one on four behavioral areas identified by the organizations: comprehensive planners, basic planners, limited planners and non-planners.

The research shows that only one in five household decision makers are comprehensive planners, or those who take a methodical approach to financial planning, while one in ten do virtually no financial planning at all. The research further identifies nearly two-fifths of households as basic planners and one-third of households as limited planners. Read more >


John Sullivan
September 18, 2013
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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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