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

Why You Should Consider Working With a CFP

Because of the education and experience requirements to become a CFP, you can be reasonably sure that they understand how to make money work in everyday life. They know how to plan for the future. And they know how to create a roadmap for your money that allows you to work toward several financial goals at one time.

On top of that, a CFP is a professional who can see your entire financial picture and give you a perspective that you might not have considered. This is especially valuable for partners who are looking for ways to plan for a future together but have a hard time reconciling. A CFP can be a third party that helps mediate your financial styles and come to the same working approach.

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