The benefits of creating a financial plan are well-known: creating a budget, setting a saving goal, putting away money each month, and understanding one’s financial needs allow for more economic flexibility and freedom, as well as an idea of what the future will hold.
Of course, while many people choose to manage their finances privately, one approach to creating a financial plan that can be extremely valuable is hiring a Certified Financial Planner™ (CFP®). At Harvest Wealth Partners our Certified Financial Planners™ help clients develop and follow a detailed plan for pursing their financial goals. Consider some of the following information about, and benefits of, working with a CFP®.
As explained by Investopedia , a CFP® is a professional who has received formal recognition for their expertise in financial planning, estate planning, taxes, insurance, and retirement planning. In addition to holding a bachelor’s degree, a CFP® must also complete Board-required financial planning courses and pass the CFP® exam. Further, they must also put in hours in the industry and meet the Board’s standards for professional conduct.
CFP®s are truly specialists in the financial planning industry and working with a CFP® as you plan for your financial future can have numerous benefits. Some of the biggest advantages include:
If you want the financial confidence of knowing that you’re doing everything you can to plan for your financial future, working with our experienced CFP®s at Harvest Wealth Partners is the answer. We have multiple professionals and specialists as part of our team, have years of experience and are passionate about helping our clients work toward their financial goals. Please reach out to us today by phone, or send us an email or online message at your convenience.
Kagan, Julia. “Certified Financial Planner™ (CFP®)” May 8, 2019. https://www.investopedia.com/terms/c/cfp.asp
Harvest Wealth Partners is committed to helping our clients work towards a successful future. We believe in your potential to understand the financial options that can lead you to your goals. Call us today to partner with our team. We look forward to continuing our mission for years to come.
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