Time to Get a Financial Planner?

Here’s a scary statistic: only one in 10 women ages 25 to 34 has a financial plan. If you’re one of the 9 who doesn’t, it isn’t too late to start saving or at least clearing the debt away. Financial planning isn’t just about saving for a home or kids, it can also provide foresight for annual vacays and early retirement. But if you’re fuzzy on how to get on the planning path consider hiring a CFP: certified financial planner.

Here are four facts about CFP’s.

1. A financial planner can guide even the most broke. The planner’s goal is to help you set up a path to financial security (freedom?) not just work with the wealthy trying to increase their investment returns.

2. Look for a CFP credential, which confirms that the person has met the education and passed an exam needed to be a certified financial planner.

3. Find one through word of mouth–coworkers or relatives may have a great CFP’s name to share.

4. Find a fee-only planner, sure you’ll have to shell-out cash for the CFP service, but the planner won’t be taking commissions on products she recommends.



  1. Thanks for sharing! Every women should realize how important to have Financial Planner!

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