Financial Planning - Directory for CFP

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Financial Planning

Financial Planning, and essential accompanying services, are involved in the process of meeting an individual's, family's, and businesses' needs and goals. These goals can be as short term as purchasing the correct amount and type of insurance to the long-term goal of saving for retirement. There are several steps inherent to the planning process. These include:

           1). Setting goals and objectives for the near and
              longer-term
       3). Gathering relevant information
       4). Selecting the appropriate Brokers, Advisors and
             Service Companies
       5). Examining your current financial status and
              prospects for the future
       6). Developing a set of strategies for reaching your
             goals
       7). Establishing time-lines for action and meeting
             goals
       8). Implementing the plans
       9). Monitoring the success of the plan
     10). Making adjustments as required to arrive at the
              goals

According to a recent article on the "Financial Planning" planning website, www.financial-planning.com, "nearly two-thirds of consumers do not have a written financial plan". The statistic was taken from the 2009 National Consumer Survey on Personal Finance. For more information on retirement plans visit the IRS website - www.irs.gov/retirement/index.html.

BenefitPlace highly recommends working with trained professionals to assist in evaluating, implementing, and monitoring
a financial plan. The regulatory organization that creates and enforces uniform standards of competency, practice and ethics for Financial Planners is the Certified Financial Board of Standards Inc. that after training and testing grants the designation of Certified Financial Planner (CFP). The Board's website is: www.cfp.net.

The website will provide access to a directory of CFPs by area and is a convenient starting point for finding a Financial planner to meet your specific needs.

See Below for Web Access to a Directory of
Certified Financial Planners (CFP)