Six Signs That It's Time To Hire A Financial Adviser

News & Events


CFP Board in the News

Six Signs That It's Time To Hire A Financial Adviser

Jan 17, 2014

When a financial crisis crops up, you grit your teeth, your blood pressure spikes and you pledge to bear down and make the right decision.

And that's exactly why you might make the wrong decision. In retirement, it can be harder to bounce back.

"When you get emotional about a tough choice involving money, you're more likely to make a mistake," said Eleanor Blayney, [CFP®] consumer advocate for the CFP Board of Standards, which grants the CFP designation to qualified planners. "A professional adviser can help take emotion out of your decision-making."

The trouble is that many do-it-yourselfers don't realize when it is time to call in an outside expert. Read more >

Investor's Business Daily
Paul Katzeff
January 17, 2014

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.