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In the News

What Is Financial Planning?

By Intuit Blog Team April 27, 2026 Intuit

Financial planning is the process of managing your money around clear goals, and data show why having a coordinated approach matters: 52% of Americans say they’ve suffered a financial setback because of bad information. According to CFP Board’s Financial Planning Longitudinal Study, 94% of households working with CFP® professionals felt confident about reaching their goals and 83% had emergency savings.

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Intuit
Intuit Blog Team
April 27, 2026