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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