Is A Certified Financial Planner Worth It?
We (should) all have financial goals, whether they’re about home ownership, debt freedom, retirement planning, traveling, or enjoying hobbies. A Certified Financial Planner is a professional who helps people set financial goals & guides their clients toward reaching them. But, is such a professional necessary for your life? In this episode, we discuss the costs and benefits of a CFP.
Episode Resources
- Bountiful episode with guest Dale Hubbert, a financial planner – https://thelightnetwork.tv/bountifuls4e8/
- Find a CFP: https://www.napfa.org/find-an-advisor
- https://toughnickel.com/personal-finance/The-Life-Cycle-of-Financial-Planning
- https://www.forbes.com/advisor/investing/what-is-a-financial-planner/
- https://www.moneyunder30.com/are-certified-financial-planners-worth-the-money
- https://retirecertain.com/pros-and-cons-of-using-a-financial-advisor/
- https://www.investopedia.com/managing-wealth/when-should-you-hire-financial-advisor/
- https://www.investopedia.com/articles/investing/100115/why-your-financial-advisor-should-be-cfp.asp
- https://www.cfp.net
Creators and Guests
