Most people’s schedules are too busy to make time for financial planning. This is a problem, though, because planning and managing your finances is one of the most important things you can do in your life. With a well-thought plan to reach clearly laid-out goals, you can achieve financial success. All you need is the time, patience and knowledge to do it.
Since many people do not have the time, patience or knowledge to manage their own financial planning, they can turn to professionals for assistance. Financial planners help people build plans to reach their goals. However, not all financial planners are alike.
There is a range of planners, from impersonal roboplanners, to inexperienced web advisors who provide generic guidance, to seasoned professionals who have obtained or are working toward CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
What is a CFP® professional?
A CFP® professional is a financial planner who has fulfilled the rigorous requirements established by the CERTIFIED FINANCIAL PLANNER™ board. Becoming CFP® certified requires several thousand hours of experience, passing a rigorous exam and demonstrating unwavering ethical standards.
A CFP® professional can work closely with you to get to know your current financial circumstances, your goals, your risk tolerance and your personal values. They take all of this information into mind as they develop and help implement a financial plan that works for you.
At ProVise Management Group in Tampa, FL, our team is made up of CFP® professionals and those working toward CFP® certification. Each member of our team provides high-quality financial planning services to help you reach your short- and long-term goals.
Talk to a ProVise CFP® professional about your financial planning
At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.
Are you ready to talk to a professional about your financial planning? Contact ProVise today to schedule a complimentary consultation.