5. What is a CFP and do you need one ?

What Is a CFP and Do You Need One?

Feeling overwhelmed by your finances? A CFP might be able to help.

financial planning

For many people, trying to make sense of their finances and making plans for their money can feel overwhelming. A financial planner helps you figure out how to take the next step with your finances. They also help you plan for things like paying for college or saving for retirement.

Let’s take a look at how a CFP can help you, as well as how you can find a planner (CFP or CFA) and make the most of their services.

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