Are you anxious about your financial situation? Worried about retirement? When did you last do a financial check-up? A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.
In the struggle for financial progress, our emotions can run hot and high. So much to know. So many decisions. And patience runs thin amid data exhaustion. But you can relax.
Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.
*Standard pricing is $1000 for the first year of onboarding, and $100/month marked for the subscription going forward.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.