It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial planning is a crucial part of your wealth journey and financial health. And it is shared with National Taco Day, so win-win.
World Financial Planning Day is a day focused on helping raise awareness of the value of financial planning, having a financial plan, and working with a financial planner who has committed to standards of competency and ethics and putting clients’ interests first. Working with a financial planner can offer several significant benefits, as they can help you make informed decisions about your finances and work toward achieving your financial goals. It’s essential to choose a qualified and certified financial planner who understands your unique financial situation and goals. Be sure to discuss fees and compensation structures with your financial planner upfront to ensure transparency and alignment with your preferences.
LifeTime has 12 CERTIFIED FINANCIAL PLANNER™ professionals on our team, all here to help you reach your goals. Whether you need help navigating your financial reality today or preparing to reach your long-term goals, our CFPs® are here to help. Because even when life is uncertain, you are in control of your financial future.
Below are a few articles explaining the benefits of working with a financial planner. We hope you find these informative and helpful. Feel free to contact us and schedule a free initial consultation with any of our advisors to discuss your personal financial situation and how we may be of assistance.
- Financial Planning: Helping You See the Big Picture
- Working with a Financial Professional: Your Interests Come First
- What is a CERTIFIED FINANCIAL PLANNER™ professional?
- Robo Advisors Have Arrived, but Life Often Calls for a Human Touch
Visit the World Financial Planning Day site here.