How Financial Consultants Influence Smarter Money Choices Through Data-Driven Advice

By Hassan Javed January 06, 2026 USAWire

CFP Board’s 2024 Financial Planning Longitudinal Study research found that over 60% of Americans who engage a professional advisor report higher satisfaction in achieving long-term financial goals. Financial planners help clients with money management and provide holistic guidance on tax planning, retirement readiness and wealth preservation.